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Why Choose Independent Planning Group (Stouffville) As Your Plan Provider? |
Since 1992, our team, consisting of financial planners, associates, administrative assistants and a marketing manager, has taken great pride in helping clients to achieve their financial goals. Here are some of the distinct benefits we offer:
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As an independent broker, we are not tied to any plan supplier or any products, thus we may shop the market to develop a program that best suits the needs of you and your employees; |
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When you work with us, you receive support from all of our team. We will provide you with experienced financial planners who, over the last 10 years, have worked extensively with business owners. (Please refer to our Business Owners Web page). Our planners will also offer complete financial planning, on an individual basis, for your employees. This includes: listening to their needs and concerns, helping to define their financial dreams, and developing a complete financial plan (i.e. offering investment advice & strategies, examining risk tolerance, tax, estate and insurance needs, education funding, retirement income projections, etc.); |
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In co-operation with you, and your employees, we will create and carry out a service contract, tailor-made for your company, which will clearly outline your needs, our service commitments and accountability in such areas as administering the program, determining the frequency and type of communication and education you and your employees would like to receive, determining the frequency of account statements, addressing service and operational issues, attending to employee requests, etc.; |
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By fulfilling our service contract, your plan administrator will not be left to advise employees on investment strategies or other financial planning matters, which could address potential fiduciary responsibilities of your company. |
For more information, please contact: Carol Clements at (905) 642-4540. |
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