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At Optimal Benefits, we are dedicated to deliver the best Group Retirement Services in Canada by facilitating peace of mind to Plan Sponsors and helping Employers achieve life time Financial Independence for your employees and their families.
Communication is vital to the success of any Group Retirement or Savings Plan. The Optimal Benefits Team works in partnership with plan sponsors and our plan advisors to provide exceptional education and communication services for plan members to achieve financial independence.
Financial Advisor Assigned for your employees
It all begins with enrolment meetings customized to your client's Group Retirement Program and communicated by our experienced representatives. Our Customer Service ensures that your plan members have immediate access to a qualified professional for information and assistance with all aspects of their company-sponsored plan.
Administrators & Employees Online Management
From online enrolment to online termination and everything in between. Our Plan Member Services website provides plan members with easy, convenient access to their group retirement plan account as well as plan details, educational information and asset allocation and retirement planning tools.
Education Programs
We offer a series of financial planning, retirement planning and estate planning seminars. Our representatives are experienced and hand-picked, based on rigorous qualification standards, like CFP (Certified Financial Planners). We have formed alliances with best investment providers in offering tailor-made employee programs.
Our Value Proposition
Our leading providers offers customized Employees Retirement Plans. Those alliances allow us to provide a one-stop centre of excellence for our clients. We can help provide the expertise, the tools and the education to your plan members. They will have the tools to make informed investment decisions
We want to share our knowledge and expertise with you.
To make sure our Clients get the Best Value, our Team continually analyzes
products & services, and foresees any market trends.
We recognize the importance of keeping our clients informed, which is why we offer Plan Sponsor Services website access. You can zoom in on details, look at plan demographics, download information and create customized graphs in a way that can't be replicated by paper reports. Plan members are able to follow, make changes and modify your profile directly online, 24/7 at their own leisure.
Optimal Benefits ensures that our policies, processes and systems meets high-standards of business practices and operational transparency. We understand that our business practices have a direct impact on our clients. We want our clients
and their plan members to feel confident with our products and services and that each one is supported by well-defined and regularly monitored processes and procedures.
Optimal Benefits can custom-design a plan to meet the needs of any business. Our plans include: Defined Contribution Pension Plans, Group Registered Retirement Savings Plans, Multi-level Profit Sharing Plans, Simplified Pension Plans, Non-registered Savings Plans. We also offer employees in providing extra savings vehicle, like TSFA Accounts.
When selecting your funds, we can help. Optimal Benefits offers a diverse selection of investment funds through our Investment Selection. Plan members can take full advantage of a range of investment styles and market cycles. Our investment plan providers are chosen with care, based on a thorough review
of their performance and commitment to their business.
Customizable Asset Allocation funds
Tax-Free Savings Account – TSFA
Group RRSP
Talk to one of our representatives and find out how Optimal Benefits can provide you with
the Group Retirement and Savings Plan your plan members need.
Tax-Effective Health Benefits
Gain competitive edge in the job market an affordable way to help protect employees and their families with tax-effective form of compensation, by offering Health Benefits.
Achieve Real Savings your Pension Plan Management Fees with our many unique products and services.
It all adds up!
A well-managed Pension Benefit Plan works for everyone.
From small, local businesses to large organizations.
Our clients benefits from our value-added services with our innovative and proactive approaches to Group Plan Management. We offer training, tools, approaches and proven experience to ensure your plan dollars and plan philosophy align to create a well-suited, affordable and sustainable benefits plan for your employees.
An Affordable Employee Benefits Program can help you attract the best employees who will be part in starting your business and stick with you as you build and grow your business.
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