Group Retirement Advisory Services
Our pension management process adapts to the unique needs of your company. It looks at the characteristics of your employees, their stage of life and provides solutions custom designed for you and your employees.
PREPARE FOR RETIREMENT
Only 29% of Canadians are prepared for retirement. We partner with employers who want to assist their 
employees to have the right structure and tools available to prepare for retirement.
COMPLIANCE
We ensure that your plan adheres to CAP guidelines and proactively recommend solutions where adjustments need to be made and implement them.
COST MANAGEMENT
High management costs can eat away investment returns for employees. We negotiate on your groups behalf the best investment management fee that fairly represents the size of your employee group. We monitor this on a regular basis to ensure this is managed appropriately.
EDUCATION
Education is one of the cornerstones to empower employees in preparing for their eventual retirement. Singer Olfert Financial offers the following tools and resources to assist employees in reaching their retirement goals.
1. Seminars
2. Access to Financial Professionals
3. Online Education
4. Retirement Projections
5. Online Portfolio Access
INVESTMENT REVIEW
We partner with the investment review committee to make sure portfolio managers are held accountable and proactively recommend changes as we see issues that need addressing.