Retirement plans for real life

Make the future feel possible.

Help your people save for what’s next—and feel more confident along the way. We help businesses build retirement plans people can understand, use and grow with. From the first employee to a team with many moving parts, we make the plan work for the business and the people behind it.

A plan people actually use

A retirement plan should do more than sit on a benefits list. Make it easy for employees to get started, understand their choices and find support when they need it. We’ll help you get the plan right—and keep making it better after launch.

Where are you starting?

Find what fits your business.

A team of two and a team of 200 need different things from a retirement plan. See what fits yours.

The Local Legends

One employee? You’re in.

You and one employee. That’s enough to offer a group RRSP that punches above its weight. A carefully crafted investment menu makes decisions easier, with investment fees historically reserved for much larger plans. Financial education at your team’s fingertips. One-on-one advisor support when they need it. Small team. Serious plan.

No setup fee. No annual employer fee. No required employer match. We help launch the plan and support its ongoing governance, so you can keep building your business.

Let’s get your team started
What this opens up
  • Unlock financial educationBring practical saving and investing guidance to your team, wherever they’re starting.
  • Make investing feel manageableExplore a thoughtfully selected menu and connect with an advisor for help making investment decisions.
  • Start now. Grow your way.Your employees can begin saving through work today. Add an employer match when it fits your business.
Already have a plan?

Let’s see where it can take you.

You’ve already made a commitment to your people. Let’s talk about what your plan is doing well, what’s changing in your business, and what you’d like it to do next. A fresh conversation can open up possibilities worth exploring.

Where we go from there

Explore the possibilities. Make your next move count.

We start with your goals and the questions on your mind. From there, we become partners in what comes next—taking a closer look at plan design, fees, investments, participation, education, and the experience for members and administrators. Together, we’ll see what to keep, what to build on, and whether a bigger change would create lasting value.

How we work

Built for your business. Ready for your people.

Big goals start with a good conversation. We get to know your business, build a plan that fits, help your people make the most of it, and keep the momentum going.

01

Let’s talk goals

Tell us where your business is headed and what you want to make possible for your people.

02

Make it yours

Find the right mix for your team—from group RRSPs, DPSPs, TFSAs and FHSAs to DB and DC pensions. We’ll work through the choices and the practical details together.

03

Get everyone going

Launch with clear communication, accessible education and support that helps employees take their first step.

04

Keep the good going

Quarterly updates and annual reviews show us what’s happening. Together, we’ll celebrate what’s working and find fresh ways to make the plan count.

Let’s get started

Tell us what you’re working toward.

Launching your first plan? Curious what more your current plan could do? Tell us about your team and what’s on your mind. Let’s start the conversation.

Email us directly.