Your trusted partner for a successful retirement

At The McKiernan Previant Group, we take the time to get to know you and your company’s needs and use that information to devise a comprehensive retirement strategy that’s right for you and your employees. We invite you to take advantage of the wide array of benefits you will receive as one of our clients, including:
 

Global resources mean the right solution for you

As financial advisors with RBC Wealth Management, we have access to the world-class resources and expertise available from Royal Bank of Canada. RBC Wealth Management is one of the largest diversified financial services companies in North America, providing you with access to exceptional people, solutions and service.

 

Financial strength eases your mind

RBC’s financial strength, sound risk management policies, strong balance sheet and diversified business mix have enabled it to withstand many of the market shocks and pressures. We combine some of the best features of the major Wall Street brokerage houses with the benefits of working with your local “boutique” investment firm. This means we are well equipped to help you provide a retirement plan solution that meets your company’s business goals as well as your employees’ retirement savings objectives.
 

Personalized service makes your job easier

Regardless of the size of your plan, we deliver the personalized service you expect. Every step of the way, we will be there to help you understand your fiduciary obligations and assist in providing the information you need to manage your plan. We'll also assist with employee communication and education.

 

Having a quality plan helps fulfill your legal responsibilities

As a plan sponsor you are a fiduciary, governed by the Employee Retirement Income Security Act (ERISA). This federal law states that you will be held accountable for acting in the best interests of your plan participants. RBC Wealth Management provides strategies and solutions for corporate retirement plans to help plan sponsors manage their fiduciary responsibilities. We have experience working with private and public companies—as well as unions, colleges, universities, nonprofits and governmental organizations.

 

Take advantage of fiduciary guidance and investment expertise

We know your job as the plan sponsor can be challenging for many reasons; that's why we're here to help you create a successful retirement plan for you and your employees. Our retirement consulting services include assistance with:
 

  • Plan design and fee analysis
  • Investment policy statements
  • Investment selection and monitoring
  • Provider search and evaluation
  • Employee communications and education 
     

We invite you to reach out to learn the many ways that we can be of service to you and your employees. Please contact us today.