GROUP INVESTMENT PLANS
Group RRSP
Managed beyond the setup. Built around your business and your employees.
Group investment plans. Managed beyond the setup.
A group investment plan shouldn’t be something your advisor sets up and forgets.
Western Shield actively manages your plan, supports every employee and stays involved long after the paperwork is done, working to support every employee’s success.
We help employers build investment programs that are easy to understand, easy to participate in and designed to help employees confidently build their financial future.
More than a Group RRSP
A strong investment plan is an important part of your employee retention and financial wellness strategy. Strengthen your employee benefits offering and help your team save for the future.
We work with you to design a plan that fits your business, your workforce and your goals, while handling the plan administration for you.
Never set it and forget it
Your plan and every member deserve ongoing attention.
We regularly review your investment options and employee participation to identify opportunities for improvement and help ensure the plan continues to make sense for your business.
We’re there every day of the year, not just when the plan is set up.
Employees get real advice
A group investment plan is only valuable if employees understand how to use it, and actually use it.
We make ourselves available to your employees in person, virtually or by phone to help them understand their options, assess their risk tolerance and make informed investment decisions.
They can access personalized guidance at no additional cost to them.
A plan built around your employees
Every employee has different goals, circumstances and tolerance for investment risk.
We provide a range of investment options so employees can build portfolios that align with their individual goals and comfort with risk.
We can also assist employees with consolidating existing RRSPs, making their investments easier to manage.
A better way to manage group investments
Plan design. Ongoing management. Employee education. Personalized support.
Western Shield stays involved at every stage, not just at implementation.
Your plan gets managed. Your employees get supported. Your business gets a partner.
Group investment plans. Managed better, for your success.
