Group Retirement Services

Carleton Financial Group offers client's assistance with the implementation and continuous monitoring of various employer-sponsored retirement programs. Quality retirement savings programs are very important in the retention of valued employees. They include:

• Group RRSP
• Pension
• Deferred Profit Sharing Plans

In our experience there are two distinct areas that must be successfully addressed in order for you and your staff to obtain maximum value.

Corporate Management Serives

This entails the management of your retirement program to ensure that all aspects of its fiduciary responsibilities are being followed.

Personal Retirement Planning Services

This entails the advice and counsel offered to each employee in the firm on investments and retirement planning.

Design, set-up, installation and service of your group retirement program.