GROUP BENEFITS & GROUP RETIREMENT PLANS
At Bow Valley Private Wealth Management, we help businesses attract, support, and retain top talent through competitive and customized group benefit and group retirement solutions. Well-designed employee programs are more than an expense—they are an investment in your people and the long-term success of your organization.
Group Benefit Plans
We design and manage group health and dental benefit plans tailored to the unique needs of each business and its employees. As an independent firm, we partner with multiple insurance providers across Canada, giving us the flexibility to compare options and select the most suitable and cost-effective solutions for our clients.
Our group benefit offerings may include:
Health and dental insurance
Life insurance
Disability coverage
Employee Assistance Programs (EAPs)
Health Spending Accounts (HSAs)
Wellness and mental health programs
Having access to a wide range of providers allows us to tailor coverage levels, plan design, and cost-sharing structures—ensuring your benefits package aligns with your business objectives and workforce needs.
Group Retirement Savings Plans
We also provide group retirement and savings plans designed to support employees’ long-term financial well-being while adding meaningful value to your organization.
Our group retirement solutions include:
Group Registered Retirement Savings Plans (Group RRSPs)
Group Tax-Free Savings Accounts (Group TFSAs)
Group Deferred Profit Sharing Plans (DPSPs)
Employee Profit Sharing Plans (EPSPs)
Group Non-Registered Savings Plans
As an independent practice, we work with multiple retirement plan providers, allowing us to design flexible, scalable solutions that grow with your business.
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We actively oversee these plans and guide employees in selecting investments aligned with their individual risk tolerance, time horizon, and long-term financial objectives. This tailored approach encourages greater engagement, more informed decision-making, and improved retirement readiness over time.
By integrating group benefits and retirement plans into your broader corporate financial strategy, we help strengthen your organization’s overall value proposition—while supporting the financial well-being of your employees both today and in the years ahead.
Group Benefits & Group Retirement Plans Partners
Build a benefits and retirement program that works for your business and your people.
A well-designed group benefits and retirement plan supports employee well-being, strengthens retention, and aligns with your broader corporate objectives. We help businesses design, implement, and manage flexible group solutions that balance cost efficiency with meaningful value for employees.