Vision

For every Canadian to live and retire with dignity and peace of mind.

Mission

Work alongside pension and group benefit plan sponsors to help them manage the unique challenges and risks of their plans, while proudly advocating on related issues in order that members can depend on their benefit plans to meet their financial, health and wellness needs.

Values

We understand the value of people. As a result, we have built our culture, our approach to clients and our success around our core values.

  • Client Focus – The best interests of our clients and their members are at the heart of every action and decision we make.  Exceeding client expectations is our goal.
  • Employee Focus – We believe in providing a positive work environment for our employees, and are committed to the promotion of respect and understanding, opportunities for advancement and work/life balance.  We want our employees to know that they are valued.
  • Teamwork / Partnership – We believe we can accomplish great things, and solve the toughest challenges, by leveraging the collective talent of all team members in a collaborative, positive and goal-oriented environment.
  • Honesty, Integrity and Accountability – We are empowered and take responsibility for our actions.  Openness, transparency and the highest ethical standards are core principles which guide all of our decisions.
  • Innovation – We believe in leading the market with creative, innovative solutions and services which will positively impact our clients.
  • Trust – The culmination of all of our core values is trust.  We trust each other to do their work conscientiously and efficiently.  We believe in conducting business in a way that garners ultimate faith and trust from our clients.