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

    1.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

    2.Coordinate

    We put a concerted effort to make sure employers meet or exceed all fiduciary obligations (Please see CAPSA Governance Principles). BP Consulting will act as your organizations advocate with regulators and insurance carriers.

  • Communicate

    3.Communicate

    Customized, meaningful member education delivered on site in the organizations preferred media with the aim of establishing the most effective communication/education platforms.

  • Support

    4.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

    5.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.

  • Retire

    6.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 the 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).

Call us today to learn more