The ever-increasing requirements imposed by Canada Revenue Agency and provincial pension legislation are making retirement plan administration more and more complex. And there seems to be a never-ending inability to provide the required financial reporting and independent reconciliation - at a reasonable cost.
That's where we come in. We're 'The Recordkeeper®'. We provide personal service, attention to detail, technological savvy, and exceptional customer support.
And when it comes to technology, we're on the leading edge, with some of the most modern and flexible software in the business.
Whether you are starting a new plan or you are simply tired of being at the bottom of the client list and not receiving the attention and care you deserve - you need to talk to us. And, we will come to see you. Regular meetings are part of what we like to do.
Simply put. Outsourcing, whether it is retirement plan administration or unit holder recordkeeping, is the easiest way for a business to reduce its overhead while still fulfilling its fiduciary obligations!