Group Benefits Consulting

Ensuring your employees’ wealth, health and income are protected

Providing your employees peace of mind

Our experienced team of wealth management professionals, including CPAs, actuaries and CFPs, will help your employees set and achieve their long-term financial goals.

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Glen Nortje

Glen Nortje

RFP, LLQP
Vincent Heys

Vincent Heys

Actuary

Understanding Your Group Benefit Plan. Is It Enough?

Is your group benefit plan enough, or do you need additional coverage? Find out.

Our Solutions

1. Member Replacement Ratios

We make sure each of your employee’s current retirement savings are sufficient for their lifestyle on retirement. We prepare member replacement ratios which will tell us what plan is the most appropriate to replace their final salary at retirement.

2. Group Risk Services

Our team of professionals offer you risk services and strategies, annual risk costing reviews and negotiations—all while providing expert advice on finding the risk provider that’s the best fit for you.

3. All Costing Analysis

Our advisors conduct a comprehensive All Costing Analysis, as it pertains to your group benefit fund. This includes extended medical benefits, critical illness, disability income protection, life cover and investment portfolios aimed towards retirement.

4. Investment Consulting

Our investment consultants provide fund investment risk profile analysis, investment strategy recommendations, and reporting on fund returns and market trends so you stay up to date.

5. Asset and Liability Consulting

Whether you’re a corporate or individual client member, our team of experienced actuaries and financial analysts will provide asset-liability modelling, a method of establishing an investment strategy that is personalized to your unique liabilities.

6. Actuarial Services

Whether you prefer an administrator appointed actuary or one of our experienced actuaries, at B. Riley Farber Wealth we offer in-house actuarial services that will help determine, assess, and plan for any possibility of financial risk.

7. Member Financial Management Workshops

We provide financial planning workshops that focus on investment planning, retirement planning, and all general financial matters—ensuring employees feel confident in their financial plan.

8. Member One-on-One Financial Planning

Based on a personalized financial analysis, our advisors will provide employees with one-on-one planning, tailored to their own unique long-term financial goals.

Our partner

 

B. Riley Farber Wealth is proud to be appointed as a distribution partner of iA Financial Group—to administer, grow and expand iA’s Dedicated Network in Canada.