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    Top 10 Retirement Planning Services Companies in Canada - 2023

    Canada’s retirement planning landscape is undergoing transformative changes due to increasing life expectancy, economic dynamics, and technological advancements. This space witnesses a shift towards more personalized, secure, and efficient retirement solutions prioritizing financial wellbeing and participant engagement. Technological advancements like software developments, data security measures, Artificial Intelligence (AI), and innovative analytics tools streamline retirement planning. It makes plan administration more efficient, cost-effective, and secure for record keepers and retirement plan administrators.

    Emerging retirement planning strategies and solutions offer retirees flexibility and choice. AI-powered risk assessment provides precise data-driven insights, while personalized participant experiences and tailored education through AI algorithms cater to individual retirement needs. services providers also leverage Augmented Reality (AR) and Virtual Reality (VR) engagement platforms to enhance participant interaction, while mobile applications enable real-time portfolio tracking. Users can rest assured with blockchain-backed transactions, which enhance security and transparency, promoting trust and addressing privacy concerns. These trends are shaping a future of more efficient, secure, and personalized retirement planning for individuals in Canada.

     This edition of Manage HR Canada brings to readers key developments in the retirement planning space and how services providers leverage the latest technology solutions to offer top-notch services. It features thought leadership articles from Carolynn Ryan, Senior VP of People &Chief Human Resources Officer at BC Hydro, and Natasha Pannozzo, Director, Human Resources at Grainger Canada.

    Carolynn Ryan sheds light on the importance of HR and business growth and how a company’s workforce is one of its valuable assets. The contributions of HR are important to the company, especially as the workforce is increasingly becoming more accommodative to remote and hybrid models. Natasha Pannozzo highlights the trends in the HR landscape. A prominent trend in leadership revolves around adopting empathy, vulnerability, and authenticity to foster psychological safety within organizations.

    This edition also features Open Access, a group retirement and pension plan provider. It assists HR teams and employees deliver accurate investment decisions according to their retirement needs.

    In this edition featuring top retirement planning services providers in Canada, we hope you find the appropriate company suited to your business requirements.

      Top Retirement Planning Services Companies in Canada

      Open Access
      Read full profile →
      Open Access is the independent provider of group retirement and pension plans. Open Access operates under a fiduciary structure, which sets it apart in the industry in many ways. The most evident benefit is not having a proprietary product, which ensures that the firm always prioritizes its clients’ needs and steers clear of conflicts of interest. ... read full profile
      Assante Wealth management
      The McClelland Financial Group of Assante Wealth Management helps you achieve your financial goals using evidence-based investing, fueled by relationships, not commissions. They’ve always had a great appreciation of the financial industry and enjoy helping people get organized in reaching their financial goals.
      Canada Life
      The Canada Life Assurance Company is Canada’s first domestic life insurance company. It provides various insurance and wealth management products for individuals, families and business owners from coast to coast. Customers across Canada have trusted it to provide for their financial security needs.
      Common Wealth Retirement
      Common Wealth Retirement is a fastgrowing fintech startup that aspires to make financial security a reality for every Canadian. The organization offers an efficient, clear retirement planning and saving experience for a 21st century workforce, supported by a modern online retirement platform. It teamed with SEIU Healthcare to develop Canada’s first retirement plan for low- and moderate-income workers, and it recently collaborated with the Ontario Medical Association to develop the country’s first group retirement income plan centered on physicians.
      Gp Wealth Management
      GP Wealth Management is a family-run financial services firm that specializes in wealth management, insurance, and banking. Independent thinking is in their DNA, as is independent financial advice. They only sell third-party financial products and offer expert financial advice tailored to the client’s individual needs.
      Investors Group
      IG Wealth Management is part of the Power Corporation Group of Companies, one of Canada’s largest corporations. They have been providing Canadians with holistic financial planning services that instill financial confidence and allow clients to embrace all of life’s possibilities.
      Protect Your Wealth
      Protect Your Asset provides insurance, asset management, and financial and investment planning. Its purpose is to help Canadians overcome financial obstacles. It assists clients in determining the best longterm financial solutions by working closely with them to understand their present circumstances, future goals, and how to achieve them.
      PWL Capital
      PWL Capital offers excellent money management to Canadian families. It created a one-of-a-kind boutique that offers a courteous and clever approach that is entirely focused on the client’s objectives. It helps you plan every aspect of your financial life, provides long-term and historical market perspective, and provides behavioral coaching to aid you in making the best decisions.
      Scrivens
      Scrivens provides experienced guidance on all insurance and investment problems. They recognize the importance of protecting the client’s assets, whether short- or long-term. They utilize a team approach to advising their consumers with numerous services. They have experts in every industry, from house and vehicle insurance to commercial liability insurance and key person life insurance.
      TriDelta Financial
      TriDelta Financial is an independent full-service financial planning firm. They developed a comprehensive financial plan that considers the client’s overall financial health while offering advice and recommending solutions. They offer unbiased investing, insurance, retirement, debt, and mortgage solutions. Most importantly, they provide clients with a superior quality of life through their most valuable service, Peace of Mind.
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