Group Retirement

We make retirement something to feel confident about.

Talk to us!

For over 30 years, DFG has been the leading advisor in the group retirement field across Canada, ensuring retirement success while setting new standards in customer service. DFG’s experienced team of licensed and expert advisors will manage your plan’s administration, compliance and will also provide individual plan members with on-going support and sound investment advice. Our references will attest to our ability to 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 advisory model unique?

Our comprehensive plan sponsor support and hands-on employee support and education. These solutions help plan sponsors to ensure their bases are covered and that plan members have the tools to successfully manage 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

    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.
    Questions for our team?
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