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Pension Plans

We consult on a number of pension plans and group RRSPs in Atlantic Canada, servicing members across Canada.  We are licensed all Atlantic provinces.  We would greatly appreciate the opportunity to discuss what we can do for your current plan or help you set up a plan for your organization.  Andy Lambe, CFP, CLU, ChFC, RHU is the pension expert in our office, and is in his 25th year of providing pension services/advice to his clients.

Our goal is to provide a superior level of service and be a resource for both the company and their employees.  In addition to Andy's expertise, we also have a staff member who holds their Certified Human Resources Professional designation.  Our experience is that managers have many duties and responsibilities and our role is to make your job easier by providing you with resources and guidance based on independent advice and expertise.

If you are a plan administrator or plan member, do not hesitate to contact us if you have any questions on your plan.