Group Retirement

We provide active management, advisory and brokerage services to Canadian employers that offer employee benefit programs and group retirement plans.

We are experts in:

01.

New Plan Set Up

Explaining options and budgets for setting up a new savings plan for your people.

02.

Benchmarking

Comparing matching and eligibility with other employers to ensure your competitive

03.

Pricing

Evaluating Asset Growth to Re-Negotiate Investment Management Fees year over year

04.

Fund Line-Up

Audit the Investment Fund Line Up to Meet Group Objectives and Simplify Choices for Employees

05.

Education Sessions

Coordinate Information Meetings with Committee or Lunch and Learn Groups to Increase Financial Literacy, Planning and Engagement in the Plan

06.

1-on-1 Advice

Organizing virtual and in-person one-on-one meetings with your people to get personalized attention and advice on selecting their investments.

At Davis, It's Taken Care Of

Our purpose is to educate, advise, and inspire employers to better support their people.

Who We Serve

01.

Entrepreneurs

Supporting Business Owners to Launch and Maintain Competitive Benefits within Budgets

02.

Small Business

Uniquely positioning benefits to be affordable and attractive within certain industries and regions.

03.

Medium Business

Evolving benefit packages to comprehensive offerings that compare and rank with the largest employers

04.

Large Business

Optimizing budgets to maximize value and communicate benefits throughout a diverse workforce year over year.

05.

Non-Profits

To take care of their people and protect the families that support your organization.

06.

Global Employers

Simplifying the Canadian landscape and ensuring benefits are positioned well internationally within your total compensation.

Ask A Davis Expert

Need help understanding your Renewal or Quotes?
Want to learn how your plan compares to other employers?
Our expert advisors are educators first and we’re here to help.

Ask An Expert