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.
