
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.
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.
