Pension and Retirement Planning

The BPC Group aids and assists our clients in determining their retirement plan for their organization. This includes initial and ongoing discussions to determine the goals and strategy of implementation and ongoing servicing of the plan. Ensuring and educating your organization on pending and ongoing legislation, industry that could impact your plan

Our suite of services includes:
- Strategic planning
- Plan Design and Costings
- Provider Selection Process
- Plan Documentation
- Plan Valuations
- Plan Governance
- Pension Administration Services
- Employee Communications

For individuals nearing retirement we assist in post-retirement income planning:
- Financial Planning
- Purchase of RRIF’S, LIF’S and Annuities

Insurance and Estate Planning

Our Insurance and Estate planning team are there to work with you, and your team of advisors. We provide sound advice and solutions in the following areas:

- Personal and Family Insurance
- Business Insurance including review of Shareholder Agreements, Business Succession, Business Valuations and Key Person coverage
- Estate Planning and Succession Planning
- Wills and Powers of Attorney
- Critical illness
- Disability Insurance
- Long Term Care Plans



We have partnered with various Investment Firms to provide our clients with superior advice and financial tools. Financial strategies include:

- Asset Growth
- Tax Sheltered Accumulation Plans
- Individual Pension Plans
- RRSP’s
- Educational Funds
- Mortgage and Banking Alternatives
- Charitable Giving Plans