Expertise
Retirement savings plans and asset management

Opti-Plan Solution
Opti-Plan is a turnkey solution designed for employers in Quebec and outside Quebec who want to offer their employees a simple, effective, and competitive group retirement savings plan. Designed for SMEs and organizations of all sizes, Opti-Plan provides a modern and advantageous alternative to your existing plans.
With Opti-Plan:
- Offer a simple and advantageous group retirement savings plan.
- Enhance your employees' plan with our Opti-Plan Solution.
Due to its quick implementation and simplified management, Opti-Plan enables companies to offer a group retirement plan without adding administrative burden. Employee contributions are deducted directly from payroll, while investment management and regulatory compliance are handled by experts in retirement plans and asset management.
Range of available group plans

Quick and easy setup
An advantageous alternative to traditional group RRSPs and RSPs
Diversified investment options
Automated lifecycle portfolio investment strategies
Competitive and monitored fees
Professional management and regulatory compliance
Ongoing communication with employees
A tool for retaining and attracting talent
Quarterly and annual reporting with ongoing support for employers
