Advantages

A key goal of a Plan Sponsor is to assist employees in developing a successful retirement plan. We help achieve this by establishing a lifelong relationship with employees that adapts as needs change. Depending on the design and structure of your company's plan, participants have access to a variety of features including:

• Reduced fees.
• Knowledgeable Investment Advisors to meet with employees to provide personalized investment and retirement planning advice.
• Informative communication materials to educate participants on investment and retirement planning.
• Extensive investment choices for employees to develop an investment strategy reflecting his/her unique objectives, risk tolerance and time horizon.
• Number one ranked* investment research team in Canada
• Detailed account statements and Internet access for account information.

Although a group plan is designed to benefit employees, we recognize that it should not be an administrative burden on a company’s time and resources. Instead, it should operate with minimal effort on the employer’s part, allowing the company to focus its time and resources where it’s needed most – growing the business.

For more information, contact an Investment Advisor at a BMO Nesbitt Burns branch near you.

If you would like a BMO Nesbitt Burns Investment Advisor to contact you, simply complete this brief contact form.

*Brendan Wood International Survey - Institutional Equity Sales and Research in Canada 2008