DC Consulting
Our approach to DC consulting is to capture the evolution of your plan governance in its entirety – from the assessment stage, through the design and build stages, to ongoing operation and monitoring. We work with you to determine the most beneficial investment method for your employee investment plans (e.g. RRSP, taxable savings plan, etc.)
DC Snapshot
DC Snapshot provides a means to document and manage plan governance that evolves as your plan evolves. We provide you with a checklist and a tool that includes a list of all of the tasks that a plan sponsor needs to meet the CAPSA Guidelines.
Asset Liability Studies
These relevant and important studies can help you determine whether or not you have sufficient funds to pay out your company pension funds.
SIP & P (Statement of Investment Policies & Procedures)
When a client sets up a new plan with us, our consultants determine which policies and procedures need to be developed. Ultimately, we create a final document that provides you with a complete overview of the relevant investment policies and procedures.
Manager Searches
Our consultants recommend the best fund manager for your needs. Each portfolio is weighted, and our consultants carefully examine each client situation to determine which manager is best for you.