Committed to our clients, trusted by plan members.

Your partner in delivering the best administration and consulting outcomes for pension & benefit plans, endowments, foundations and other investment entities.

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Pension Administration

Deliver accurate pensions to your members

Our member focused experts will get the details right. Remove all the worry about the day-to-day of your multi-employer negotiated cost pension plans when we handle the contributions, calculations, communications, reporting and service provider coordination. We’ll take care of your Trustee meetings, too.

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Pension Consulting

Proceed with confidence

Whatever your pension plan type or governance structure, it won’t be new to us. Let our team partner with you to solve your challenges and deliver strategic consulting and actuarial advice that you can understand. Practical, responsive, flexible, quality solutions, with your goals at the core of everything we do.

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Health & Welfare Administration

Keep your members covered

Rest assured while we keep track of the hours and dollars that are going towards member benefit coverage. We do the nitty gritty – receive contributions, manage hour banks, generate reporting, coordinate service providers and manage Trustee meetings. Our senior experts provide everything you need (and more) to deliver health & welfare benefits for multi-employer negotiated cost benefit plans.

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Benefit Consulting

Optimize your coverage

Bring deep expertise to the table and know you’re getting the best coverage levels for your spend on all aspects of your group benefit plan (or “health & welfare plan”) such as life insurance, long term disability coverage and health/dental benefits, as well as post-retirement and post-employment benefit plans. We service trusteed plans, single employer plans and association plans with actuarial analysis, provider selection and renewal negotiation, and strategic advice.

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Investment Consulting

Meet your mission

Get help achieving the objectives of your institutional investment fund. We’ll do right by your members and stakeholders as we guide asset allocation, manager selection and oversight, investment policy, and ESG reporting. We advise on every aspect of investing for pension plans, health & welfare plans, Indigenous Trusts, endowments & foundations, and insurance companies.

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Indigenous Trusts

Leaving a legacy

Ensure that your assets provide income today and a legacy tomorrow for your community. We provide tailored investment consulting advice to Indigenous Trusts designed to make your assets work for generations to come.