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Retirement & Savings Products

The universe of tax-preferred Canadian retirement and savings arrangements has been expanding. These new arrangements, together with new and proposed tax legislation and regulatory guidelines governing existing retirement and savings arrangements, have increased the demand for our advice on retirement savings arrangements compliance and related regulatory issues.

We are frequently retained to review, interpret, draft and negotiate documents governing retiring allowances, retirement compensation arrangements, registered retirement savings plans, tax-free savings accounts, employees profit-sharing plans, deferred profit-sharing plans, registered education savings plans and other retirement and savings arrangements.

Our unparalleled expertise in pension and retirement savings arrangements is evidenced by the fact that our clients include many of the largest trust companies, insurance companies and other financial institutions in Canada that issue or offer such retirement and savings vehicles and products, as well as employers of all sizes that implement such arrangements for their employees.