Group RRSP Retirement Savings Plans.
Less paperwork and administrative burden. Get access to cost-effective investing options.
Welcome to Blue Alpha Wealth for the Workplace Group RRSP
Simple Setup Or Transfer Of Your Group Retirement Savings Plan
With a few clicks and 3 - 5 minutes you'll be able to setup a paperless group retirement plan for your company and employees. We provide reliable, affordable plans you can customize based on the size and need of your group. Our digital plan helps reduce administrative burden and investment cost.
Simple & Affordable Group Retirement Benefits Plan
Setup and administer your group retirement plan online with no paperwork. Your employees have easy access. You save money and time. You and your employees get direct support from Blue Alpha Wealth financial advisors.
Digital Setup & Onboarding
Take as little as 2 to 3 minutes for your setup with no paperwork required. Easy and simple.
Digital Online Dashboard
You and your employees have access to plan dashboard. As an employer you see the whole picture of your entire company.
Easy for Employer 100%
Admin is always a big issue for employers setting up a plan. This plan is easy and we remove the burden for you.
Your Group Plan participants get smart and intuitive dashboard that allows employees to see the growth of their and projection through to their retirement. You'll also be able to track the performance of the portfolio, change your contributions up or down, view receipts of contributions and make transfer of funds.
Choose from select or target date funds and employees pay minimal fees which is a small fraction relative to other traditional plans in the market. Our focus is small and medium-sized businesses.
Get all your tax receipts and statements online and access to your account information such as investment performance and portfolio contributions.
Access to simplified portfolio construction for each employee, customized by individual risk appetite and investment time horizon. Your employees can customize and change their portfolio composition as they see fit.
Allow your employees to make before-tax contributions automatically to get immediate tax savings by contributing before-tax dollars. Easily setup matching contributions.
While the platform is digital and simplified for you, you still have access to human interaction and advice from Blue Alpha Wealth. Your employees have access as well to help answer any questions they have.
Let's Get Started With Your Group Retirement!
Types of Group RRSP Retirement Plan Solutions
Whether you need a group retirement plan to give you a taxable benefit for your employees retirement savings or sharing company profits, Blue Alpha Wealth has you covered.
Group Registered Retirement Savings Plans
Make contributions through payroll deductions for employees to realize instant tax savings.
Deferred Profit Sharing Plan (DPSP)
Offers employers a tax-efficient way to share profits with plan members. Amounts shared up to legal maximums.
Defined Contribution Pension Plan
A formal arrangement made by a employer to provide members with a monthly income at retirement. Employee may also contribute a fixed amount matched by employer.
Group Tax Free Savings Account
Similar to an individual TFSA, savings grow tax-free using various type of investments and can be withdrawn easily.
Already Have A Group Retirement Plan?
Get a personalized fee analysis and see how much you can save. Reduce your administrative burden as well by having your plan go paperless.
Financial Education in the Workplace
Give employees the tools to make good decisions about their financial life.
In many cases it's not that employees don't want to have a better financial life. The problem isn't the desire. Life gets busy and many competing priorities get in the way of having time to plan. The problem is the finding the best forum to listen and gain valuable insights. The workplace is a great forum to show your employees you value their financial wellbeing beyond the retirement group benefits plan.
We help you improve workplace productivity, health & wellbeing through personal financial education workshops.
Workplace Financial Education Lunch n Learns
Some companies we've worked with:
Still Have Questions? Curious About A Demo?
Financial Guidance So Your Employees Retire With Confidence
Working with a financial planner like Blue Alpha Wealth is about empowering and enabling your employees to make smarter decisions about their future plans and investments as well as growing and protecting their nest-egg over time. Our priority is to help employees gain security and control over their finances to become more productive employees.
Working with us is also designed to reduce the anxiety and amount of time spent trying to figure out what, where and how, given the information overload in financial news and commentary. We equip your employees with the knowledge and tools to feel confident that they will retire on their own terms.
Still Have Questions?
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locations
Toronto Office
Richmond Hill
Contact
Telephone: (416)966-0606
Toll Free: 1-877-494-0701
Email: hello@bluealphawealth.ca
Blue Alpha Wealth is an independent financial advisor in Toronto helping individual clients protect and manage their income & wealth with financial needs analysis planning and investment management.
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