End-to-end expert retirement and pension plan services and support

From continued operation of an existing plan to executing a customized solution to meet your organization's strategic objectives, our multi-disciplinary team of experts work together to tailor solutions that meet your organizational needs

Why choose our consultants?

Trusted professional experts

As one of Canada’s largest appointed pension fiduciary administrators, we’ve helped guide employers and worked closely with regulators for over 30 years.

Built for Canada

As a fiduciary for over 150 plans across nine Canadian jurisdictions and adviser to hundreds more plan sponsors and fiduciaries, we know what it takes to control risk and cost over the short and long-term.

Powered by technology and analytics

Our tools and insights can help improve outcomes for employees past and present, while helping to enhance engagement and control risk.

Comprehensive consulting services

Our suite of services will be tailored to your organization’s unique needs and can be implemented individually or together.

Financial and retirement wellbeing seminars

With content that is tailored for your employees, our expert-run seminars equip your plan members with helpful insights to approach retirement with confidence while explaining the value of your retirement and savings plans.

Helping to enhance the financial health of organizations and their employees

A diverse group of instructors – including financial planners and actuaries – provide a holistic view of what employees need to know about retirement planning.

Our prepared, self-contained topics include:

  • Budgeting and adapting

  • Savings and investments

  • Employer and government pension plans

  • Personal taxes and estate planning

Solutions tailored to meet your organization’s needs

Depending on your organization’s size, needs and existing benefits, we can personalize a plan for today and scale for tomorrow.

Some Popular Pairings

TELUS Health EAP

Our employee assistance program is a convenient, flexible solution that helps your workforce be proactive about their mental health and wellbeing.

Compensation consulting services

We offer complete, customized solutions to help organizations attract, retain and motivate employees.

TELUS Health Learning

Our programs support employees and leaders in developing the skills they need to foster a more resilient organization.

Ready to get started?

Get in touch with our sales team to discuss your needs.