Solutions for your future needs.

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(519) 741-8478

Frost Financial Team
101-30 Dupont Street E.
Waterloo ON N2J 2G9
Phone: (519) 741-8478, Toll Free: (855) 619-3684 Fax: (519) 741-0361
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Group Benefit Consulting

 

Group Benefit Consulting

​A Group Benefits program should be as unique as your business. ​The program should work effectively as an extension of your human resources department​, designed with your objectives in mind.

Group Benefits Services

We will discuss and analyze key factors that may affect your benefit planning.

  • Benefits plan assessment, design, and monitoring
  • Plan renewal
  • Brokering your plan
  • Managed healthcare initiatives
  • Client seminars, scheduled periodically throughout the year
  • Information bulletins to keep you updated
  • Open communication to answer your questions - contact us when questions arise
  • At least once a year, we will asses competitiveness of the plan
  • Maintaining employee records using the latest pension administration system technology
  • Processing benefits on termination, death, or retirement
  • Schedule presentations by the leading quoting carriers—personal contact between you and the provider is critical to a good working relationship​

This information is intended to general educative reference only. This group material is not a specific piece of advice for any one situation as every solution is different.​

 

 

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DISCLAIMER

Implementing a retirement, estate, and any other form of financial plan may consist of investing in mutual funds, insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.


HollisWealth®, a division of Industrial Alliance Securities Inc.

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