Designing the right solution.

Through our experience and insight, CBA develops the solution that’s right for your business.

Group Retirement Solution Development and Delivery

CBA helps clients develop new retirement programs or enhance existing ones through one or more of the following plan design options:

  • Defined Benefit Registered Pension Plans (DBRPP)
  • Individual Pension Plans (IPP)
  • Defined Contribution Registered Pension Plans (DCRPP)
  • Deferred Profit Sharing Plans (DPSP)
  • Group Registered Retirement Savings Plans (RRSP)
  • Supplemental Employee Retirement Plans (SERP)
  • Retirement Compensation Arrangements (RCA)
  • Employee Profit Sharing Plans (EPSP)
  • Employee Savings Plans (ESP)
  • Tax Free Savings Accounts (TFSA)
  • Registered Educational Savings Plans (RESP)

Analytic Services

To support the development, implementation and long-term success of our retirement solutions, CBA offers unique and innovative analytic services:

  • CAP Analysis – Thorough analysis identifies and fills gaps to ensure CAP Guidelines compliance.
  • DB Analysis – We assess the status of the existing DB plan and develop solutions to enhance the plan to more effectively meet our client’s business objectives.
  • Retirement Analysis – Our wealth management experts provide financial planning, wealth management and retirement planning solutions for owners, executives and employee groups, ensuring the plan is effective as part of an overall financial and retirement strategy.