Whether it's a RRSP, Pension, Deferred Profit Sharing Plan or Stock Purchase Plan, we are able to assist you with the design, marketing, implementation and ongoing management of your program. We ensure that not only the policy holder but each employee receives the maximum service and benefit coverage available.
Our reviews of retirement plans include Capital Accumulation Plan compliance, optimal fund mapping, management expense ratios, employee communication and employer communication. These reviews make certain that your retirement plan is compliant with government regulations and that they are designed to best serve the needs and expectation of you and your employees.
Our Product Lines
Whelton Insurance Consultants provides organizations with a full product line of standard employee benefits including:
- Registered Retirement Savings Plans
- Registered Pension Plans
- Deferred Profit Sharing Plans
- Stock Purchase Plans
- Tax Free Savings Accounts