Benefit Solutions

Retirement

The (AP name) team understands that retirement is not one size fits all. We work with you to determine your desired retirement lifestyle and activities, estimated time until retirement, and current habits to find tailored retirement plans.

Individual & Employee Options 

Whether you are just starting your career or a few years from retirement, we can help you plan for the next phase of life.

If you are sponsoring a retirement plan as an employer, we have all the information you need, written in plain language, to stay in compliance.

Our agency can also provide custom educational materials – such as posters, payroll stuffers, communications flyers, and prevention newsletters – to help inform your employees about your plan offerings and retirement strategies.

From simple day-to-day plans to lifelong habits, you can reach your employees through targeted communications that will help them focus on their retirement needs at any age.

Conversations lead to adaptive policies and happy customers. Contact us today to discuss your retirement goals.

Available Coverage 

  • 401k
  • Annuities

Trust (AP name) to provide relationship-based retirement services. Contact us today for more information.

Our Locations

London
1200 Commissioners Rd E
Unit 103
London ON N5Z 4R3
Phone: 877.947.2090
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Montréal
204 Notre-Dame Street Ouest,
Suite 201
Montréal QC H2Y 1T3
Phone: 855.231.5236
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Calgary
322-11th Ave S.W.
Suite 205
Calgary AB T2R 0C5
Phone: 800.562.7001
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Ottawa
555 Legget Drive Tower A,
Suite 700
Ottawa ON K2K 2X3
Phone: 855.518.5152
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Vancouver
510 Seymour Street,
Suite 620
Vancouver BC V6B 1V5
Phone: 800.562.7001
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Contact Us

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