TK Wealth Management’s Services
Offered To the Employee

One on One Attention to Employees

  • One on one Group Pension Plan enrolment process with one of our advisors assigned to the Group Pension Plan, providing suitable, reasonable and prudent investment recommendations/advice, based on an employee’s assessed risk and objectives (time required: 30 - 45 minutes).
  • Each Group Pension Plan employee has continued direct access to his/her assigned TK Wealth Management advisor.

Investment Counselling

  • Ongoing investment counselling and account reviews completed on a schedule indicated by the Group Pension Plan employee.
  • Periodic rebalancing of portfolio or changing of investment mix when necessary (ie. lifestyle change).
  • Advice and assistance on how to invest any lump sum contributions or savings outside of group plan such as RESPs and TFSAs.
  • Certified Management Account (CMA) on staff for tax advice.
  • Assistance in winding up the group RRSP and DPSP upon an employee’s termination.

Retirement Planning

  • Determine the employee’s retirement goals and collect data to complete a personal financial plan that provides a financial roadmap of how to retire comfortably..
  • Periodic review of financial plan to ensure projected targets are being met and make changes as required.

Life Insurance Audits

  • Review the types and uses of life insurance.
  • Determine appropriate amount of coverage for employee and family members.

Onsite Financial Seminars

  • Concerning financial topics of interest to the employees (examples of past seminars: tax treatment of stock options, risks/rewards of leveraged investments, how to use a TFSA in conjunction with an RRSP, topping up RRSP vs paying down mortgage).
  • Invitations to offsite financial seminars have been conducted with special guests. 

Preferred Service Provides

  • mortgage brokershome and car insurance
  • lawyers (estate planning, wills and real estate)
  • accountants

Tax Return Completion for Ontario Employees (extra Cost)

  • 15% discount for group employees and immediate family members.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.