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Solutions For Group Investments

Group Investments

Achieve Your Goals

Group Investments

Navigating the complicated Group Investments market can often be challenging task. With advice, education and advocacy from the BP Consulting Group, we’ll help your organization achieve your goals.

Assess

We assess the current situation and, if necessary, redesign the existing Retirement Savings Plan to meet both the employees and the employers’ needs and by extension their corporate philosophy. We benchmark the Carriers, monitor the plan design and measure the performance of the investments on an annual basis.

Coordinate

We put a concerted effort to make sure employers meet or exceed all fiduciary obligations. BP Consulting will act as your organizations advocate with regulators and insurance carriers. Our pension consulting services are available in Canada and USA.

Communicate

Customized and meaningful member education delivered onsite in the organization's preferred media. With the aim of establishing the most effective communication and education platforms.

Support

Utilizing the coaching tools provided by BP Consulting and the chosen carrier, all plan members will have access to ongoing support and consultation to help ensure they are meeting their long term goals.

Manage

Consulting, administrative and actuarial services for active Defined Benefit Pension Plans (DBPP) as well as those that are transitioning to Money Purchase Plans such as Group RRSP’s Deferred Profit Sharing, and Defined Contribution Plans. Consider us as one of the top group benefit providers in Canada and USA.

Retire

We will provide our advices and services even after your employee has retired as part of our commitment to your organization. When an employee retires, they will be contacted by one of our specialist that will walk them through the best financial vehicle that will satisfy their unique needs (e.g., Life Income Fund (LIF), Locked-in Retirement Income Fund (LRIF), Registered Retirement Income Fund (RRIF) or Life Annuity).

It’s always the little pieces that make the big picture. We can help you solve it.

Questions? Need to Contact Us?

Our team of consultants are happy to customize a holistic plan at a moments notice.

Testimonials

A Few Of Our Satisfied Clients

Easily one of the best in the business. You're really getting the whole package with BP. They're not just brokers... they're consultants with deep expertise. Not a lot of firms offer the communication, policy and review services as well and these guys have it all. Strongly recommend!

Louis Selmeci

BP consulting was extremely helpful in handling my insurance needs and providing me with advice to find the right type of coverage as a new home buyer.

Valerie Winder

Excellent support and service, above and beyond. Helped with HR and recently, Union negotiations. Would refer!

Chad Doiron

Were I not in the industry I would not hesitate to go to BP for any need in benefit or retirement planning, or individual life insurance. Heck I'd even act as a reference. Coming from a competitor, that should speak volumes.

Ryan Geerts

We took on one of their hybrid solutions. Our staff loves it and my cost are better under control. We had specific problems that required out of the box thinking, I would definitely recommend.

Adriano Martorano

Very knowledgeable. Would recommend.

Matthew Aceto

We are here to help

Request a Call Back

Ready to get started? Submit our form to request a call back and we will get back to you as soon as possible. You can also give us a call at +1 877 228 3388 or email us.

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National Office In
Canada
Address

1235 Bay St. Suite 700, Toronto, Ontario, M5R 3K4

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Office In
Vancouver
Address

151 West Hastings Street, Vancouver  British Columbia, V6B 1H4

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Office In
Calgary
Address

888 3rd St. Suite 1000 West Tower, Calgary, Alberta, T2P 5C5

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National Office In
USA
Address

66 West Flagler Street, Suite 900, Miami, Florida, 33130

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phone number

1.877.228.3388

Email

info@benefitspensions.com