Corporate Services

An increasing number of employers are recognizing the benefit of providing their employees with access to independent retirement planning advice. At Longhurst & Jack, we are privileged to provide services for some of the top employers in the Greater Toronto Area. The following recent examples illustrate the type of services we provide.

Private Sector Company with a Defined Contribution Pension Plan

One of Canada’s best-known corporations has employed us on a long-term basis to provide independent retirement planning advice for employees and their families.  Frequently recognized as one of the country’s best employers, the company believes it is important for employees to have the resources they need to manage their financial futures with confidence.

Private Sector Company with a Defined Benefit Pension Plan

The Canadian subsidiary of a  major multi-national corporation  was changing pension plans to be consistent with global human resource policy . It retained Longhurst  & Jack to provide affected employees with group education sessions and independent one-on-one advice on their  personal situations.

Higher Education

Faculty members at a leading Canadian university are entitled to receive independent retirement planning advice as part of their benefits program. Since 2007, we have been helping individual faculty members to choose among complex defined benefit retirement options offered by the university.

In all these and similar situations where the employer pays our professional fees, we remain independent advisors providing confidential services to their individual employees.