Group Benefits Solutions
Empowering Your Business with Tailored Employee Benefit Solutions
Our Group Specialists
Dan Stevenson
Group Benefits Specialist
Bringing a personalized, relationship-based approach to benefits planning.
Josh Noulty, QAFP, RRC
Corporate Planning Specialist
Focused on integrating benefits into your broader business vision.
Brittany Toth, CFP
Certified Financial Planner
Expert in long-term financial strategy and employee education.
Whether you are a small business. a growing team, or an established organization, we tailor group benefits plans that make sense for your goals and your employees’ real lives.
Types of Plans:
- Group RRSPs
- Deferred Profit Sharing Plans (DPSP)
- TFSA Workplace Plans
- Employer-Matching Programs
- Health & Dental Benefits
- Life & Disability
Your Benefit?
- Tax efficiencies for your business
- Competitive edge in recruitment
- Financial wellness for your team