Group Retirement

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Retired couple

For over 30 years, DFG has been the leading advisor in the group retirement field across Canada. We help ensure successful retirements, while setting new standards in customer service. Our experienced team of licensed and expert advisors will manage your plan’s administration, compliance and provide individual plan members with on-going support and sound investment advice. We strike the ‘right’ balance between offering a wide range of competitive investment options, while ensuring plan members are educated about their retirement choices.

What Makes the DFG Group Retirement Advisory Model Unique?

Our comprehensive plan sponsor support and hands-on employee support and education. These solutions help plan sponsors cover their bases and assist plan members in successfully managing their retirement plans.

PLAN SPONSOR SERVICES

  • Plan Design Consulting & Implementation
  • CAP Guidelines Compliance Management
  • Administrative Support
  • Annual Plan Review and Reporting
  • Ongoing Investment Fund Performance Reviews
  • Proactive & Engaged Employee Education & Communications

PLAN MEMBER SERVICES

  • One-on-One Consulting
  • Retirement Planning
  • Investment Portfolio Reviews
  • Retirement Transition Support
  • On-line and Video Education Modules
  • Proactive & Engaged Employee Education & Communications

Save. Simplify. Retain.
Strong negotiators and proven problem solvers.

Save. Simplify. Retain.
Non-traditional solutions to the challenges facing benefit plan sponsors.

Save. Simplify. Retain.
Strong customer relationships that reach beyond the corner office.

Your DFG Team.

The foundation of our partnerships is the relationship that we develop with our customers. Each of our team members understand, in detail, the contents of each sponsor’s plan and work closely with sponsors and their members to ensure the plan achieves its goals.