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CS Investment Counsel Corp.
Old Toronto, Canada
A
1-10 Employees
1996
Key takeaway
CS Investment Counsel Corporation (CSIC) is dedicated to providing tailored wealth management and investment strategies, including specific financial analysis for retirement planning. They evaluate pension packages and compare options, ensuring clients have a deep understanding of their financial situations to achieve their desired retirement outcomes.
Reference
Service
Retirement Planning
Businessin10
Ottawa, Canada
A
1-10 Employees
2019
Key takeaway
The company, Businessin10, emphasizes that retirement planning can be an exciting journey, helping individuals prepare for their golden years with confidence through various courses. They view retirement as a continuation of life and are dedicated to transforming the vision of a secure retirement into reality, making them a key resource for effective retirement planning.
Reference
Core business
Retirement Planning | Financial Planning - Estate Planning - Businessin10
Retirement is a continuation of life. Just as we need to prepare for our working years, we need to be prepared for retirement.
Open Access Limited
Old Toronto, Canada
A
11-50 Employees
1928
Key takeaway
The company is a leading independent provider of group retirement services and pension plans in Canada, emphasizing their commitment to financial wellness and transparency. With over two decades of experience, they offer low-fee group retirement plans and are dedicated to helping employees achieve financial security for their retirement.
Reference
Core business
Group Retirement Plan Provider | Group RRSP | Open Access
Open Access provides group retirement plans as a fiduciary with zero conflicts of interest and no hidden fees. Learn more about group RRSPs with us!
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PWL Capital Inc
Montreal, Canada
A
11-50 Employees
1996
Key takeaway
PWL Capital offers comprehensive retirement planning services for Canadians, emphasizing an evidence-based approach to financial decision-making. Their team is dedicated to helping clients achieve their financial goals and ensure a fulfilling retirement.
Reference
Service
Retirement Planning Services Firm, Canada | PWL Capital
Retirement Planning services for Canadians. Learn how PWL's wealth management & financial planning advisors can help ensure the retirement you deserve.
Safe Pacific Financial Inc.
Vancouver, Canada
A
1-10 Employees
2012
Key takeaway
Safe Pacific Financial Inc. emphasizes their expertise in creating custom financial plans, which is crucial for effective retirement planning. Their independent status allows them to focus on clients' financial goals, ensuring a protected future through tailored strategies that integrate insurance and investment.
Reference
Core business
retirement-icon | Safe Pacific Financial Inc.
Ian C. Moyer Insurance Agency
Ingersoll, Canada
A
1-10 Employees
-
Key takeaway
Cascades Financial Solutions specializes in retirement income planning, addressing the complex challenges of decumulation that many face as they approach retirement. With a focus on providing accessible and unbiased advice, they leverage technology to equip financial advisors with the tools needed for effective retirement planning.
Reference
Core business
ICM – Insurance Agency
Approximately, 1000 Canadians are reaching retirement age each day. Many among them are the advisors who got them there. After 30 years of accumulation-oriented advice, most are left to fend for themselves when it comes to designing a retirement income plan that is efficient and practical. This is our specialty, we can help.
The Lifestyle Protector
Vancouver, Canada
A
1-10 Employees
1997
Key takeaway
The Lifestyle Protector™ focuses on helping individuals secure their future through comprehensive financial planning and wealth management. Their team of Certified Financial Planner® professionals is equipped to assist with retirement planning, ensuring you can confidently navigate life's unexpected events while working towards your long-term goals.
Reference
Service
Services » Lifestyle Protector
Clients' Edge Employee Benefits
Markham, Canada
A
1-10 Employees
2012
Key takeaway
Clients' Edge Employee Benefits positions itself as a key resource for Retirement Planning, offering tailored pension strategies and innovative solutions to meet clients' long-term needs. Their specialized advisors focus on group benefits and retirement programs, ensuring that clients receive personalized and effective strategies to address their unique objectives.
Reference
Core business
Retirement Plan Services, ON - Clients' Edge Employee Benefits
Clients' Edge Employee Benefits provides corporate & individual insurance consultations in Toronto. Consult for retirement plan services.
LifePlan Investments
Markham, Canada
A
51-100 Employees
2018
Key takeaway
LifePlan Investments emphasizes its expertise in financial planning, particularly in retirement planning. They offer customized solutions to help individuals protect their lifestyle and achieve their future goals, including building ideal retirement income and managing day-to-day finances.
Reference
Core business
LifePlan Investments - Canadian Life Insurance & Retirement Planning
Get a Life Insurance Quote and Apply Online today. Compare quotes in under two minutes from Canada's leading insurers.
Blue Pier™
Old Toronto, Canada
A
1-10 Employees
2014
Key takeaway
The company is dedicated to enabling Canadian employers to offer effective workplace pension plans, thereby ensuring workers have the opportunity for income security and a high quality of life in retirement. Their innovative, low-cost pension solution, Blue Pier™, addresses the needs of both large and small employers, making retirement planning accessible for all.
Reference
Core business
Blue Pier™ - Canada's Pension Plan as a Service
Blue Pier is Canada's first and only fully outsourced, customizable and scalable pension solution. Our vision is to provide to all Canadian workers an opportunity to enjoy income security and a high quality of life in retirement.
Technologies which have been searched by others and may be interesting for you:
When exploring the Retirement Planning industry in Canada, several key considerations come into play. Understanding the regulatory framework is crucial, as the industry is governed by various laws and regulations, including those from the Financial Services Regulatory Authority of Ontario and the Office of the Superintendent of Financial Institutions. These regulations ensure that companies adhere to standards that protect consumers and promote transparency. Challenges such as an aging population and the increasing demand for retirement services create both pressure and opportunities for growth within the sector. Companies must also navigate the complexities of investment options, tax implications, and pension plans, which can vary significantly across provinces. Furthermore, the competitive landscape is marked by traditional financial institutions and emerging fintech companies, each vying for market share. This competition drives innovation in service offerings, including digital platforms that cater to younger clients planning for retirement. Environmental, social, and governance (ESG) factors are becoming increasingly relevant, as consumers seek sustainable investment opportunities. The global market relevance is also significant, with cross-border investment options becoming more common as individuals look for diverse retirement portfolios. Overall, a comprehensive understanding of these facets is essential for anyone considering entering or evaluating the Retirement Planning industry in Canada.
Some interesting numbers and facts about your company results for Retirement Planning
| Country with most fitting companies | Canada |
| Amount of fitting manufacturers | 118 |
| Amount of suitable service providers | 225 |
| Average amount of employees | 1-10 |
| Oldest suiting company | 1928 |
| Youngest suiting company | 2019 |
Some interesting questions that has been asked about the results you have just received for Retirement Planning
What are related technologies to Retirement Planning?
Based on our calculations related technologies to Retirement Planning are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Which industries are mostly working on Retirement Planning?
The most represented industries which are working in Retirement Planning are Finance and Insurance, Other, IT, Software and Services, Human Resources, Healthcare
How does ensun find these Retirement Planning Companies?
ensun uses an advanced search and ranking system capable of sifting through millions of companies and hundreds of millions of products and services to identify suitable matches. This is achieved by leveraging cutting-edge technologies, including Artificial Intelligence.
