Retirement & Savings Plans

Retirement & Savings Plans

Retirement and saving plans are integral to attracting and keeping key personnel.


They can also result in positive outcomes for your business by reducing employee stress and boosting productivity.


In the past, an employee spent their entire career with one employer and received a pension at retirement. Times have changed. We now have AI, gig workers and multiple career changes, but the desire for financial security still remains. Workers are increasingly looking to their employers (or primary gig) to provide the security of a strong retirement and savings plan.


For employers who seek to attract and retain the best and the brightest, crafting a financial wellness strategy and a retirement and saving plan is essential.


Our Approach


At Montridge, we design, implement and manage retirement and savings plans tailored to the needs of your team. This helps you attract and retain staff, and ensure that your valued people experience less financial stress and enjoy a more comfortable life.

“Our relationship with Montridge began in 2005, when we were a small company looking for an employee benefits plan to support our growth plan. We approached Montridge as they were in the same office building, and asked them to “take care of it”, and that’s exactly what they’ve been doing ever since. Global Relay is now the world’s leader in cloud-based email archiving, messaging, and compliance, with over 20,000 customers in 90+ countries. With our Head Office still located in Vancouver, our 450+ employees are located in Halifax, Kelowna, New York, Chicago, Raleigh, London, and Singapore.

Throughout the years, Montridge has provided sound advice, fair renewal pricing, innovative employee solutions, and have introduced us to other advisors that we work with for our non-Canadian benefit plans.

We implemented our retirement program in 2011, and Montridge has been diligent in our CAP (capital accumulation plan) reviews and negotiating very reasonable fees when an opportunity arises. Montridge holds benefit & retirement “lunch & learns” for our staff on a regular basis, which are well-attended and received.

We are happy to recommend Montridge to any prospective client.

Joyce Hung, Director of Human Resources
Global Relay Communications Inc.

Let’s Talk

Talk to a Montridge Advisor to learn about which retirement and saving plan options are available and what could be the right solution for your business.