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Group Benefits

Canadian Financial Plan specializes in helping clients evaluate, implement, educate, and manage Group Benefit programs, tailored to businesses of all sizes, industries, and locations. Our expertise ensures your benefits program is competitive, effective, and aligned with your goals.

Our core services include, but are not limited to:

  • Comprehensive plan design review and benchmarking
  • Full management of renewal and marketing processes
  • Financial and funding arrangement analysis
  • Clear communication and education for plan members
  • Ongoing administrative service support

Group Retirement

Our dedicated group savings and retirement team helps you manage costs, reduce administrative burdens, and deliver an exceptional experience for your plan members.

Our core services include:

  • Plan Design and Benchmarking: Ensure your plan is competitive and tailored to your team's needs.
  • Investment Performance Review and Fee Analysis: Maximize value and optimize returns for your members.
  • Day-to-Day Administrative Support: Focus on your business while we handle the details.
  • Member Education: Customized programs delivered by our dedicated experts to ensure full understanding and engagement.
  • Personalized Plan-Member Communications: Tailored communication strategies to keep members informed and engaged.
  • Dedicated Support Team for Members: Expert assistance for your team when they need it most.
  • Proprietary Small Business Products: Unique solutions designed to support small businesses and their employees.

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Need Group Benefits?

Call us now : 647-465-2720

Secure Your Future Today

Discover tailored benefits designed to protect you and your loved ones—get started with Canadian Financial Plan.

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