Our business model was developed through extensive meetings, interviews, and primary research with pension and labour lawyers. With the growing litigation occurring in the US and beginning to make a presence here in Canada, we have designed our firm and its compliance model to ensure we address the key factors that could affect our clients and their fiduciary roles.
Our primary goal is to ensure that together we create the documented evidence that our corporate clients have met all the requirements of the CAPSA guidelines and have addressed the lack of a “safe harbour” investment choice.
Our proprietary process involves creating a comprehensive document trail which shows all the actions you have taken to manage your group retirement plan and meet your fiduciary obligations.
Through our unique approach we believe we can find efficiencies other cost and administration efficiencies as we learn more about your company and its goals and structure.