Helping Our Clients Achieve More

We build long-term client relationships based on trust, open communication and delivering results - always in the best interest of the Plan Sponsor and employees. Our results oriented approach is driven by a rigorous Client Management Process that addresses all aspects of your program including:

  1. A 360° Diagnostic Review – We'll examine every facet of your program and your service providers to understand what you have and suggest how it might be improved.
  2. Confirm your requirements and take action – Based on our 360° Diagnostic Review, we will prioritize what needs to be done and take charge of making it happen.
  3. Design and drive the governance program – At the heart of our relationship, we ensure the framework is in place to monitor your program and act as a catalyst to keep it in compliance with industry best practices and guidelines.
  4. Evaluate, discuss, and adjust – We stay abreast of industry, regulatory and environmental changes and recommend adjustments to your governance program to help keep your program at peak operating efficiency.

To arrange for your own 360° Diagnostic Review, 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 612
Toronto, ON   M2P 2B5
Canada
Directions: Map

Phone: 416-223-2053
Toll Free: 1-866-623-2053
Fax: 416-223-7940
bwmg@bullwealth.com