PERSONAL FINANCIAL PLANNING

Make your Retirement Goals a Reality

Your team of MFS advisors (Certified Financial Planners) care about your future, dedicating their professional knowledge to your financial success. Through respectful, confidential meetings, they help you create, implement and manage a personal financial plan. Your team is your resource for risk management planning, to help you prepare against worst-case financial scenarios in life, disability, critical illness or long term care.

CORPORATE SERVICES

Empowering and supporting employees’ financial health with comprehensive one-on-one financial guidance.

MFS’S OFFERING TO YOUR EMPLOYEES: ONE ON ONE FINANCIAL PLANNING.

MFS partners with companies to implement and administer the latest in corporate retirement savings plans. Unlike traditional corporate retirement savings plans, we deliver real value in that we meet with each employee personally on-site to provide individual financial planning advice, allowing employees to focus their energy on work, not their finances. With MFS, each employee has the opportunity to receive ongoing personal financial planning advice (one-on-one visits and yearly updates) from certified financial planners.

MFS’s Corporate Retirement Savings Strategies (GRRSPs & Registered Pension Plans) help make sure your employees can afford retirement. With MFS, these group management services include:

-A risk analysis profile, plus Group and personal RRSP contribution coordination, so you get the most appropriate fund recommendations and avoid investment conflicts;

-Employee enrolment in retirement savings plans to shift advisory responsibilities and legal liability from your company to MFS;

-Assistance with terminating employees: we complete paperwork and help choose new investment options so the transition is easier for you and your staff.

Group Insurance Benefit services from MFS keep your organization (and staff) healthier, more productive and happier.

McAuley Financial Services

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McAuley Financial Services

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Teams

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