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Disclaimer GP Wealth Management Corporation, a member of the Mutual Fund Dealers Association of Canada, is a Mutual Fund Dealer registered with the Provincial Securities Commissions. Your Roche Financial Group Representative is licensed to sell and service mutual fund products and certain other approved securities as permitted under GP Wealth Management Corporation's registration. GP Capital Insurance Agency Ltd, is a distributor of insurance products. Your Roche Financial Group Representative is licensed to sell and service insurance products and certain other approved insurance products as permitted under GP Capital Insurance Agency Ltd. |
GROUP PLANS
RRSP's/Pension Plans
For Organizations (Plan Sponsors)
Plan Governance Site
Only online CAP documentation and reporting facility in the industry Capable of completing member surveys Pension Committee suggested agenda
Certified Diversified Warranty Program
Only warranty program offered in the industry to shield against liabilities Protects the advisor and plan sponsor from liability relating to improper diversification Manulife stands by the diversification of the investment fund line-up
i-Watch Program
Disciplined selection and monitoring process to ensure the best of class investment funds and fund managers 2/3 qualitative and 1/3 quantitative Managed by an independent and highly talented team of industry professionals
Steps Retirement Program
Best resource in the industry to engage members in the company's retirement plan Valuable resource to help plan sponsors meet CAP governance rules Helps plan members set a retirement plan in only 20 easy minutes
Education Strategy
Highly skilled Financial Education Specialists nationwide Strong financial education backgrounds Annual presentations always tailored to key member needs
Online Reports
Run current financial and activity reports Check rates of returns for the plan Track the plan's progress versus its peers using our benchmark reporting
For Employees (Plan Members)
Steps Retirement Program
Best resource in the industry to engage members to plan for their retirement Set a retirement plan in only 20 minutes Real time retirement results Clearly projected retirement estimates
Group IncomePlus
Unique in the industry - offers guaranteed retirement income - for life (i.e. 5%) Opportunity to capture the market's growth potential while minimizing exposure to risk Provides the strongest foundation for a complete retirement income strategy
Member Enrolment Guide
Award winning enrolment guides that are approachable and simple to complete Created based on input from Dr. Shlomo Benartzi, a leading expert in behavioural finance (Anderson School of Business at UCLA)
Easy to Understand Member Statements
Considered best of class in the industry Available semi-annually Front page is approachable and tells it all
Diversified Investment Fund Line-Up
No Touch funds - retirement date funds Low Touch funds - asset allocation funds High Touch funds - build your own investment portfolio from a selection of well respected institutional & retail fund managers
Personalized Member Newsletters
Customized to individual member needs Relevant information makes it resonate
Online Investment Basics Learning Module
20 minute multimedia video that's entertaining and empowers employees to understand the ABC's of successful lifelong investing
Belleville
