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Top Retirement Planning Companies in Canada

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60 companies for Retirement Planning in Canada

CS Investment Counsel Corp.'s Logo

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.

Highlighted product

Service

Retirement Planning

Businessin10's Logo

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.

Highlighted product

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's Logo

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.

Highlighted product

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's Logo

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.

Highlighted product

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.'s Logo

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.

Highlighted product

Core business

retirement-icon | Safe Pacific Financial Inc.

Ian C. Moyer Insurance Agency's Logo

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.

Highlighted product

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's Logo

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.

Highlighted product

Service

Services » Lifestyle Protector

Clients' Edge Employee Benefits's Logo

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.

Highlighted product

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's Logo

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.

Highlighted product

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™'s Logo

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.

Highlighted product

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.


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Information about Retirement Planning in Canada

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.


Insights about the Retirement Planning results above

Some interesting numbers and facts about your company results for Retirement Planning

Country with most fitting companiesCanada
Amount of fitting manufacturers118
Amount of suitable service providers223
Average amount of employees1-10
Oldest suiting company1928
Youngest suiting company2019

Frequently asked questions (FAQ) about Retirement Planning Companies

Some interesting questions that has been asked about the results you have just received for Retirement Planning

Based on our calculations related technologies to Retirement Planning are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting

The most represented industries which are working in Retirement Planning are Finance and Insurance, Other, IT, Software and Services, Human Resources, Healthcare

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Retirement Planning results by various countries

Related categories of Retirement Planning