Health and Retirement Packages For Organizations


Here to Help Your Company with Finding & Administering the Best Health & Retirement Plan

For many business owners, finding the time and making sense of the complicated world of group insurance, extended medical plans, dental plans, prescriptions, pension and retirement packages can be overwhelming to make sense of.

Our Group Benefits Services Include

• Comprehensive review & top-down analysis of the existing plan.

• Plan design & renewal analysis.

• Comprehensive plan implementation programs.

• Administrative support and training.

• Cost containment strategies.

• Monthly or Quarterly experience reports identifying plan usage trends.

• Personalized employee communication.

• Employee benefit meetings & education sessions at your request.

Our Group Retirement Services Include

• Comprehensive review and analysis of your existing plan features and plan design.

• Terminated employee and retiree financial planning.

• Plan Administration support and training.

• Financial Advisor assistance for employees.

• Annual information return filing program available.

• Registered savings options to suit your organization & budget.

• In-person employee education sessions for staff.


This is where Calla Financial Services Ltd. can help. Not only are we contracted with all of Canada’s major insurance providers, investment and retirement companies, most of our staff have worked for these firms and have intimate knowledge to get superior quotes and rates. More importantly, we understand the frustrations that business owners have when trying to tackle these big issues.

Why Businesses Should Offer Benefit Packages for their Employees?

The Calla Team helps you eliminate the confusion and present all of your options in a clear, easy language. We’ll answer all your questions.

Focusing on work might be difficult for your employees, especially if they are;

- dealing with health issues,

- having other financial priorities,

- believing retirement is in the distant future.

By working with Calla Financial Services, your company can design and implement attractive workplace benefits and retirement packages that retain your top talent. Having a healthy work environment and keeping employees working at the company in a long-term will lead your company to a success. Let’s get rid of your headache and give you a clear mind to make your informed decision.

Call for a Quote