
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
