WHAT WE DO

employees at table

We provide unbiased, timely employee benefit and retirement plan advice to groups of all sizes in Peterborough, Lindsay, Cobourg, Haliburton and throughout the Kawartha Lakes region. We help organizations just like yours attract and retain talent. We:

  • Design intelligent, cost-effective plans
  • Market new and existing plans
  • Set-up group plans and provide daily service
  • Take care of all compliance matters

Most importantly: We look after the specific needs of each and every client. Sure, that part seems logical, but you’d be surprised... it’s rare and it’s part of what makes us different.