TK Wealth Management’s Services
Offered To the Employer

Explanation and Recommendation of Available Group Pension Options

  • What type of Group Pension Plan best suits the company (ie. Group RRSP alone, Group RRSP and Deferred Profit Sharing Plan (DPSP) combination, Pooled Registered Retirement Plans (PRPP) or Defined Contribution Pension Plan).

Group Pension Plan Design

  • Suggest and assist in construction of the Group Pension Plan design including features such as eligibility, waiting period, vesting period, matching contribution levels, wellness incentive, general withdrawals, Home Buyers Plan, etc.
  • Production of employee booklet which is also used as the basis for the registration of the DPSP with CRA.
  • Recommendation of a suitable Group Pension service provider.
  • Recommendation of investment options within the Group Pension Plan. 
  • Option to add group TFSA.

Administrative Support

  • TK Wealth Management licensed advisors fully assigned to the Group Pension Plan (one bilingual) to assist the plan administrator and answer questions that may arise at any time.
  • Copies of all Group Pension account applications for employee files.
  • Assistance in completing initial Group Pension contribution report (if required).

TK Wealth Management - Non Proprietary Products

  • TK Wealth Management has the ability to shop for the Group Pension service provider that best matches the client’s requirements and needs, translating into lower management fees.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.