Our Value Added Services

Group Plans

  • Recommendation of available options
    • What type of plan best suits your company?
    • Group RRSP or Group RRSP/DPSP or DCPP?
  • Plan Design
    • What features to include?
    • Employer match – if so, recommendation of formula
    • Vesting period, eligibility period, wellness benefit, etc.
  • Implementation
    • Meet individually with each employee to complete enrollment
    • Assess employee’s risk tolerance and make investment recommendations
    • Free financial planning available for each employee
    • Annual portfolio reviews
    • Ongoing investment counseling to assist with changing life stages and events – wealth is not determined by investment performance but by investor behavior. 
  • Ongoing financial education (lunch seminars, employees’ choice of topics)
  • HR/Administrative support
    • TKWM is the primary contact for all aspects of plan service, not HR

Individuals and Business Owners

  • Tax Efficient Investments for non-registered money
    • Utilization of Corporate Class funds to convert all interest income to either a capital gain or dividend distribution. Reduces annual taxable distributions amounts. 
  • Individual Pension Plans
    • Determination if an IPP makes financial sense through an actuarial evaluation
    • Low cost implementation and annual filing costs

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.