About Our Company
At Workplace Pension
Solutions (Canada) Inc. our mission
is to assist our Plan Advisors, Plan Sponsors, their Plan
Members and Beneficiaries, in meeting workplace savings plan
goals through a process of good governance, strategic and
tactical asset allocation investment management with clear
communications, education and efficient administration.
At Workplace Pension Solutions (Canada) Inc. our vision
is to build on our business relationships and adapt to the
ever changing dynamics within our core business, employer
sponsored savings plans. We expect one day to have a team
of dedicated group retirement specialists assisting Advisors,
Sponsors and their Plan Members and Beneficiaries all across
Canada.
Our service is seamless - we offer
a virtual office concept with the many advantages that implies,
including flexibility, low overhead and an efficient national
network of professional service providers. Let us introduce
you to the specialist best suited to your particular situation
whether it be Estate Planning, Financial Planning, Portfolio
Construction, Actuarial Services, Human Resource Management,
Group Life & Health Insurance, Plan Documentation and
Record Keeping Services or Executive Compensation Design.
As group savings
and retirement plan specialists, we compliment the services
of our “Associate” Plan Advisors. Simply put, we have no conflict
of interest.
About Our People
Scott Aver,
Plan Director
Group Savings and
Retirement - sales and service specialist from 1982 through
2002, within the life insurance industry exclusively.
Represented four leading life insurance pension plan service
providers, nine years in Alberta and twelve years in B.C.
Investment background
- worked closely with most of the leading institutional and
retail investment firms serving the CAP market throughout
Canada. Graduate of the Canadian Securities Course.
Independent Business
background - President and founding principal of Workplace
Pension Solutions Inc., established in September of 2003 and
shortly thereafter, re-named Workplace Pension Solutions (Canada)
Inc.
CPBI - member in good standing and former Regional Council
member in both Alberta and B.C.
Associate Plan Advisors
in Victoria, the Lower Mainland of British Columbia, Calgary
and Edmonton
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