Institutional Client Services
From inception in 2000, BWMG has provided services to both Pension Plan and Charitable Foundations. Our institutional consulting practice currently serves many organizations with assets under advisement of over $700 million. As always our independent due diligence research, objective performance measurement and advice, full reporting and transparent fee structure are the cornerstones of our services to these institutions.
What We Do
We provide guidance and support to Plan Sponsors for all types of group retirement and savings programs including:
- Defined Contribution Pension Plans
- Defined Benefit Pension Plans (consulting and investment advisory services)
- Deferred Profit Sharing Plans
- Individual Pension Plans (IPP's)
- Group RRSP's
- Hybrid DB/DC Plans
- Supplemental Savings and Investment Plans (TFSA's, SERP's, RCA's, Stock Plans)
Pension & Investment Consulting takes an active, lead role with the governance of your group program to ensure all bases are covered — investments, member education, compliance, and administration.
Whether your organization has a capital accumulation plan(s), a defined benefit plan or a combination of both, we will help you create and oversee them so they run efficiently and effectively at the lowest cost.
To discuss your own group retirement program needs, contact Paul A. Gillis, Senior Vice President at paul.gillis@efgcanada.com or call 416-223-2053 ext. 233.
Contact Info
4100 Yonge Street, Suite 612Toronto, ON M2P 2B5
Canada
Directions: Map
Phone: 416-223-2053
Toll Free: 1-866-623-2053
Fax: 416-223-7940
bwmg@bullwealth.com
