Pension & Group Benefits

Shaen Wealth Management employs a collaborative approach to benefit planning. We believe that we have succeeded as your benefit provider when you are able to tell us that you have found unparalleled value in the services that we provide. Initially, our focus will be to determine the "plan purpose." This serves to ensure that the firm’s values are represented in the benefits your group plan portrays.

Distinct Competitive Advantages:

  • Technical expertise
  • Strong Carrier Relationships:
    • Manulife
    • Great-West Life
    • SunLife
    • Encon
    • Equitable Life
    • Desjardins
    • Blue Cross
    • Benefits By Design
    • Sirius
    • Empire Life
  • Unique ideas and access to proprietary products
  • Service

Identifying Plan Purpose

We work closely with you to help you articulate your plan purpose by understanding your organization’s goals and objectives.  The plan purpose can be generally broken into five theme areas that allow the discussion to be based on Value of benefits and helpful advice rather than solutions that are based solely on price.

The 5 Pillars:

  • Risk Mitigation
  • Tax Efficiency
  • Cost Containment
  • Innovation
  • Communication

Moving Forward - Focused Recommendations

Throughout this process we will engage you in an analysis of the current state as compared with your desired end goals.

GAPP Analysis

Goals - What are you trying to accomplish with your benefits program?
Actual Results - What is the benefit program actually achieving?
Possibilities - What results can we achieve through program redesign?
Priorities - Which results should we accomplish first?

Benefit Management

Ongoing management of your benefits program is essential. At regular intervals throughout the year, we contact you to discuss your claims experience or other issues that may impact your plan such as:

  • Recent legislation changes and emerging trends in the industry.
  • Administration or service issues.
  • Employee wellness initiatives.
  • The impact of any recent plan changes on the performance of your plan.
  • Any significant claiming trends that need to be addressed.
  • Suggest alternative funding arrangements that may be available to you, if appropriate.

You can contact Shaen Wealth Management Ltd. to schedule an individual consultation and a no obligation second opinion, by simply clicking here.

Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with Permission. Mortgage referrals and insurance products, including segregated fund policies are offered through Shaen Wealth Management and Kyle Shaen offers mutual funds through Quadrus Investment Services Ltd.