BGM specializes in all types of Employer-Sponsored Retirement Programs such as:

  • Registered Retirement Savings Plans (RRSP)
  • Registered Pension Plans (RPP)
  • Deferred Profit-Sharing Plans (DPSP)
  • Tax Free Savings Plans (TFSA)
  • Individual/Personal Pension Plans for Business Owners (I/PPP)

Support for employers:

  • Conduct a thorough review of your current plan
  • Independent marketing of investment fees and services from the top service providers
  • Benchmark your program to your industry sector to ensure it is competitive
  • Help to manage your fiduciary risk
  • Provide regulatory updates
  • Regular reviews of plan, investments, fees and member communication & engagement

Support for employees:

  • Individual investment advice to assist with investment choices
  • Retirement planning
  • Financial planning for the short, medium and long-term
  • Customized group in-house education sessions
  • A variety of communication options such as webinars, lunch-and-learn sessions, and one-on-one meetings as needed