Group Retirement Plans

Pension Plan & Group RRSP services are also a main focus for our company. Our strategic partnerships with all of the major managed solutions providers enables us to offer our clients competitive retirement packages.

Encouraging employees to save for retirement, and helping them to do so, is a great way to keep turnover low and attract new talent to your team. Let us show you how to get the most value out of your plan.

Group Benefits Packages

 As a result of our vast network with all the major insurance carriers in Canada, Capital Insurance is able to provide incredibly comprehensive coverage to our clients at the most competitive rates. We will always negotiate on your behalf in order to provide you with a tailored package designed to meet the needs of your workforce.

Employee Education Events

Part of our value proposition for clients includes quarterly lunch and learn presentations to interested employees. As Certified Financial Planners, we believe that it is important to ensure that all employees feel secure in all aspects of their personal financial planning needs. Our presentations cover a wide range of topics and the employees get to pick which topic they are most interested in learning more about. We will then tailor a customized presentation based on the average demographic of the staff. A light lunch is always provided by us.

Personal Financial Planning

Building and preserving wealth is a fundamental priority for many Canadians, and part of our job is to ensure you are well prepared for your future. We will assist you in setting realistic goal targets, and we will implement a plan to help you get there.  To help you keep track of your goals, we will create a financial plan that we will continue to monitor on an ongoing basis.

It is never too early or too late to start engaging in the process of financial planning. Our dedicated team will be there every step of the way to guide you.

Many business owners understand that employee satisfaction and retention is a leading indicator of the overall wellbeing of the company. Having a skilled labour force can drive efficiency, productivity, and it can lead to increased profitability. All things considered, employees are likely to be your biggest asset.

At Capital Insurance, we believe in helping business owners achieve their goals. Through the implementation of our highly customized approach, we can create an all encompassing employee benefit package that will certainly keep everyone satisfied.

Having strategic partnerships with all of the major providers allows us to build a plan that is sustainable for you and your employees. We will diligently analyze all aspects of your organization in order to construct a plan that is optimally suited to your workforce demographics. Whether you are a sole proprietor with three employees, or a large manufacturing company with 200+ employees, our dedicated team of professionals will be there to guide you every step of the way.