What Makes Us Different
The key professionals that form the PIC team combine to bring you over 80 years' experience working inside the pension industry with investment, consulting, and insurance service providers. We know how service providers work, how to get things done and how to drive the best value for our clients.
Action-Oriented Service Model – Driven by our 360o Diagnostic Review, we design a wide scope of services to ensure the Plan Sponsor's fiduciary responsibilities are being met and the performance of the retirement program remains optimal. We roll-up our sleeves and drive regular plan and investment reviews, develop and execute an engaging employee communication plan, and negotiate the best terms with your service providers.
In-house Investment Research – We provide unbiased investment selection, performance monitoring and ongoing reporting on third-party fund managers within your group retirement program. We don't read the news; we interpret the news and provide specific investment recommendations to clients. Our independence from fund managers, detailed reporting and straight-talk provides clients with peace of mind and essential documentation.
Complete Transparency – Clients receive full and complete disclosure of all compensation we receive. No hidden commissions, bonuses or other compensation are paid by insurance companies - everything is disclosed to clients with complete transparency. As a result, clients can assess the true value of our extensive service offering.
Accessibility – Your primary point of contact at PIC will always be a senior advisor who is available to talk or meet with you anytime between regularly scheduled meetings. We are always accessible to help you with any projects, questions, issues or problems as they arise. Open communication and easy access to your advisor form the foundation for creating our long-term relationship.
We are passionate about being attentive to the needs of our clients by delivering superior service, unbiased advice and complete transparency. The result is a smoother running program leaving your company with more time to focus on what's most important – your business!
To learn more, contact Paul A. Gillis, Senior Vice President at email@example.com or call 416-223-2053 ext. 233