The first are those who work with large pension plans, those who are self-employed and their families. A great example of this are Education Professionals like Teachers and Administrators. Our clients have even come from these top pension plans like: ATRF, LAPP, BMO, Manulife, Saskatchewan Pension Plan, Sun Life, RBC, Finning, Costco, Sobeys, Agrium, Encana, Enbridge, Suncor and more.  We help them build wealth throughout their career and enter retirement with peace of mind by assuming control of their pensions.

We also work with those who are self employed and responsible for administering their own retirement income from the beginning. This includes Oil & Gas Consultants, Doctors or those with professional corporations, tradespeople and those in many other fields.