Retirement
One of the biggest financial worries faced by most Canadians is the fear that they won’t have enough money when they retire. Give your employees peace of mind about their retirement.
Offering a group retirement plan as part of your team’s compensation structure can help your employees feel secure and supported. It can also help you attract and retain excellent employees!
As employees enroll in the employer-sponsored retirement plan, we consider them to be individual clients and they will have access to all of the personalized financial planning we offer. We will work with each employee to build a portfolio that suits their personal needs and goals.
With flexible plan designs for your staff and your business, we will tailor a program that fits your organization’s budget and needs.
“Smart Investments has been managing our Group Retirement Plans for almost 20 years. We find Kelsey and her team to be highly responsive, and a pleasure to deal with. Our employees are also very satisfied with the range of investment options. We would definitely recommend them as a Group solutions provider.”
— C.B. Constantini Ltd.
Testimonial
Group Benefits
Every individual has different needs, and so does your business. Provide comprehensive coverage to help your employees.
We offer group benefit plans that help you attract and retain amazing staff, save time and money, and look after your team. Once you set up a plan for your employees, we are a financial resource for them at no extra cost to your company. Plan members are welcome to become individual clients and access personalized financial planning—or simply enroll in the group insurance plan if they prefer.
We offer custom benefit plan designs to suit a wide range of budgets. From extended health insurance with dental and vision care to creative and cost-effective non-insurance solutions, we can help create a plan that meets your needs and provides financial security to your staff.
“Kelsey has been instrumental in terms of us navigating extended health services and group retirement planning for small businesses. We normally don't provide reviews but we'd be highly remiss if we didn't for Smart Investments. Kelsey and Smart Investments embody exceptional customer service.”
— Moonlight Natural Pet Store
