Employee Benefits & Pension Consulting
Shelter Bay Financial works with one of the largest blocks of employee benefit insurance in British Columbia. Our technical expertise and extensive client base enable us to offer wholesale pricing to our clients.
Our services include:
Group Benefit & Management Services
- Annual review of benefits relative to industry trends.
- Independent Audit of your existing plan.
- Contractual negotiation with insurers and tendering of group insurance contracts.
- Cost containment strategies and alternative funding methods.
- Employee educational seminars.
- Plan administration support.
Group Savings & Pension Management Services
- Advice on defined contribution and group RRSP programs.
- Independent Audit of your existing plan.
- Ensured CAP Guideline compliancy.
- Evaluation of fund manager performance.
- Employee educational seminars.
- Individual retirement planning counselling.
Contact us today for a Free Consultation with one of our experts.
Shelter Bay Financial 1.604.832.2029
