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Group Investment

Explore the power of Group Investment Plans with Life Insurance Pro. Our tailored solutions empower businesses to offer attractive investment options for employees, fostering financial growth and security. Learn how our expertise can elevate your company's investment strategy today.

Our Reviews

Excellent4.8 Based on 465 reviews from ★★★★★ Sehar Bajwa was the agent with whom I spoke. She was very helpful and efficient. I was also quoted Travel Cancellation and Interruption Insurance by two other agents at different companies. I went with Sehar because she provided me with the most thorough information and an excellent rate.estolteestolte ★★★★★ Wow what a great experience these guys are so knowledgeable.steve Rsteve R ★★★★★ I recently had the pleasure of working with Dornaz at Allianz global assistance who helped me secure health and dental insurance, and I couldn't be more satisfied with the experience. From the moment we started the conversation, she was incredibly knowledgeable and attentive to my needs. She took the time to explain all my options clearly, ensuring I understood the details of each plan.What stood out the most was Dornaz’s patience and willingness to answer all my questions, no matter how small. She made the entire process smooth and stress-free, guiding me through all the process and making sure I felt comfortable with my decision. Thanks to her expertise, I feel confident that I chose the best health insurance plan for my needs. I highly recommend Allianz Global assistance services to anyone looking for reliable and friendly assistance in navigating health and dental insurance options! From my experience, Allianz Global assistance is the best insurance company outta here!ParfianoParfiano ★★★★★ Agent was very pleasant and efficient in providing an immediate quoteTom SmithTom Smith ★★★★★ I was researching for a travel emergency medical plan for seniors. Allianz was on my list but I hadn't made contact as yet. I received a call back from Ummi Hanny of Alliance as a result of one of my queries and I'm delighted with the result. She listened and guided me through the process with great skill, knowledge and understanding. She forwarded a quote and afforded me time to consider the offer over the weekend and we would reconnect early the next week. This also gave me time to continue my research with a better understanding. which I much appreciated.We spoke on Tuesday and concluded the signing of the coverage offered through Alliance. It was the best plan for me, coverage wise, duration and financially. The fact that Alliance is a European based company is a plus as that is where I'm traveling as well as non U.S, based.Ummi's engaging style lead to these discoveries for me. She was attentive, knowledgeable, personable and genuine. She represents her organization extremely well and I would not hesitate to recommend Alliance and/or engage your service in the future.SincerelyJohn S. MacDonaldJohn MacDonaldJohn MacDonald ★★★★★ Sehar Bajwa was very efficient, professional and knowledgeable. I was extremely pleased with her prompt service and pleasant personality.Eva Young powEva Young pow ★★★★★ Your customer service caller was so helpful. I felt confident going ahead and signing up for health insurance for my upcoming trip. Thank you for your patience and friendliness during the call. I feel better about spending a few days in the United States knowing I have health coverage.Beth FosterBeth Foster ★★★★★ I went online for a quote. Then Sehar called me with a quote.Sehar was wonderful. So professional and easy to understand.It was a delight speaking to her. Also the price was the best.Evelyn DicksonEvelyn Dickson ★★★★★ Artemiz Namazi was very professional, patient, and friendly while helping me purchase medical insurance for myself, my husband, and my son.krystyna Harasymowiczkrystyna Harasymowicz ★★★★★ I had a wonderful experience with this company! Ummi was incredibly helpful, professional, and kind throughout the entire process. She made everything so easy and stress-free. I truly appreciated her support and would highly recommend her to anyone. Thank you, Ummi!Miriam AssoulineMiriam Assouline ★★★★★ Recently purchased Trip Cancellation /Interruption Insurance from them. Say their advertisement on Facebook. The company was easy to deal with and provided information to make an informed decision. Despite not be able to deal with my initial contact person, Artmiz was very attentive, helpful and thorough. The rating given was earnedFern MichelFern Michel ★★★★★ Shana and George at Alliance were amazing to work with. They were very friendly and prompt in all transactions.Joe KilfordJoe Kilford ★★★★★ Sehar Bajwa she is very good helpful. Travel insurance very good purchas price .Theepan MoorthyTheepan Moorthy ★★★★★ As seniors in our + 70s we know travel medical insurance can be costly without taking out a mortgage. Fortunately our health is better than most our age or even some younger and understand Insurance Underwriters and Acturaries go by statistics. The agent we talked to Karen Write was absolutely patient and helpful. We were pleasantly surprised by the quote she gave, as the quote we had from another carrier was about 3 times more. Naturally we went with Karen Write at Alliance. We can't thank her enough for being so patient, undestanding and helpful. If in the future we are fortunate, health wise, to continue to travel we will definitely call Karen Wright at Alliance. CUDOS to Karen WrightRobert GrillsRobert Grills ★★★★★ Clear Communication and assurance of serviceEdwin DrewloEdwin Drewlo ★★★★☆ i was very impressed with sehar prompt response and helped me through with me getting what i neededNadir HabibNadir Habib ★★★★★ Sehar Bajwa was very competent and helpful. I have dealt with her for 3 years and I always get the same quality service when purchasing travel insurance from her.Judy HowardJudy Howard ★★★★★ I have just worked with Dornaz Samiei in purchasing trip insurance, and she was informed, efficient and friendly. I couldn't ask for more. Thanks.Danny SwainDanny Swain ★★★★★ Sehar Bajwa was extremely helpful while we were searching for travel insurance for our upcoming trip. Sehar provided all necessary information and setting up the required insurance was very easy and well-pricedKelly LePageKelly LePage ★★★★★ Geting tarvel insurance,all process to finalaize our insurance documents was pleasent because friendly (not puschy)and very profesional lady Sehar Bajwa thank you SEHARI R bI R b ★★★★★ Simply an Amazing Individual. The Reason I buy my Insurane from.Allianz!!!!Thank You Dornaz!Len HirschLen Hirsch ★★★★★ Dornaz was very helpful and responsive to my requests which I really appreciate!Susan MaddenSusan Madden ★★★★★ Thank you Dornaz Samiei for the above service you gave me today. You have so much knowledge and patience.Susan WhiteSusan White ★★★★☆ Great help by Alliance Sehar was a great help.anne johnsonanne johnson ★★★★★ Dealing with Dornaz was such a pleasure. Great customer service!Maida KellgrenMaida Kellgren ★★★★★ Azita was very helpful and patient with me as I was trying to make my travel insurance choice. She called me back about 3 times and when I was finally ready, she was away and Dornaz was equally helpful in completing my application. I would recommend this company!Donna HemmingDonna Hemming ★★★★☆ Very helpful and friendly people to deal with. Dornaz answered all my questions and helped me with my travel insurance. I would highly recommend this company.Dawna ShaneDawna Shane ★★★★★ I am very pleased with the service I received from Alliance. Dormaz was my contact. She was very friendly and easy to talk to. She answered all my questions with kindness, patience, and respect. She found me a policy which offered the coverage I wanted at a better price than I had been able to find on my own.Tina RhodesTina Rhodes ★★★★★ Very friendly and easy to talk with. Dornaz explained things clearly and allowed me to ask any questions.Robert HamiltonRobert Hamilton ★★★★★ Very friendly and efficient service!Frances HeywoodFrances Heywood ★★★★★ Spent time searching for best options for my needsmarg marlinmarg marlin ★★★★★ Dornaz was extremely helpful to get the right travel insurance for us. She was very friendly and knowledgeable.Barbara HanserBarbara Hanser ★★★★★ Ummi. Excellent representative. Very pleased.Darla SwardDarla Sward ★★★★★ Dornaz was very friendly and professional providing me with travel cancellation/interruption insurance.Gail CampbellGail Campbell ★★★★★ I’m so happy in dealing with Ummi Hanny , she’s absolutely a star, she really helped me finding the right insurance for me.hanne sajdahanne sajda ★★★★★ Great travel insurance Dornaz was very professional.Denise Morgan-FellDenise Morgan-Fell ★★★★★ Very pleasant, efficient and helpfulA. Ron AlgateA. Ron Algate ★★★★☆ Very easy to set up policy on a ti.ely manner.Brent ClaytonBrent Clayton ★★★★☆ The cost quoted was definately comparable to other carriers. My only complaint is that you can never call and get a direct quote. You always have to leave a message and wait for a call back. I find that inconvenient. It took me 2 days to get a quote. It used to take less than 30 minutes.Nora from AuroraNora from Aurorajs_loader
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How Do Group Investments Work?

A Group Investment plan, facilitated by an employer, serves as a workplace perk. Contributions made to these plans are tax-deductible, serving as an incentive for employees, fostering talent retention, and enhancing productivity. This proactive measure reassures employees about their financial security, motivating them to perform at their best. Employee contributions are directed towards predetermined investments within the plan, often with employers matching a portion of these contributions. This streamlined approach provides employees with an accessible avenue for retirement savings.

Types of Group Investment Plans in Canada

We provide a range of Group Investment plans enabling your employees to customize their investment portfolios from our diverse selection of professionally managed funds.

Customize your benefits to align with your company’s requirements with our wide array of plans, including Group RRSPs, Group TFSAs, and Group Pension Plans. Access top-tier coverage at competitive rates.

Group RRSP

A Group Registered Retirement Savings Plan (RRSP) serves as a convenient avenue for employees to build their retirement nest egg. This plan incurs minimal costs for employers, with reduced regulatory reporting obligations, and tax-deductible contributions customizable by the plan sponsor.

Group TFSA

A Group Tax-Free Savings Account (TFSA) complements Group Investment plans, aiding employees in achieving their financial objectives. This tax-free savings vehicle, available both as a standalone plan and in conjunction with investment options, allows for indexed annual contributions, indefinite carryforward of unused contributions, and non-affectation of federal benefits upon withdrawal.

Group Pension Plans

Our Defined Contribution Registered Pension Plans (RPPs), or Group Pension Plans, provide members with a dependable retirement savings platform, while affording employers control over costs through tax-deductible, fixed contributions. Also recognized as money purchase pension plans, these plans entail certain governmental compliance and reporting procedures.

Tips to Save Money on Group Investment Plans

Our aim is to assist you in maximizing your savings. The most effective approach to saving money on Group Investment plans is to compare rates from various providers. However, this process can be time-consuming. Fortunately, Life Insurance Pro. simplifies this for you. Just request a quote through our website, and we’ll handle the rest, checking rates from all major Canadian providers.  Be sure to also utilize the additional tips below to save money on Group Investment Plans:

Optimize Investment Selection

Carefully assess and select investment options with lower management fees and expenses to minimize costs while maximizing returns for your employees.

Negotiate Fees with Providers

Negotiate with insurance providers to secure lower management fees and administrative costs, potentially saving your company significant amounts over the long term.

Implement Cost-Sharing Strategies

Share investment costs with your employees by adjusting contribution matching percentages or exploring cost-sharing arrangements, helping to reduce financial burdens on your business.

Promote Financial Education

Educate your employees on financial literacy and investment principles to empower them to make informed decisions about their investment choices, potentially leading to better outcomes and reduced costs for the employer.

Group Investment Plan FAQ’s

This FAQ section covers more key points on the topic of Group Investment Plans.

Group Investment Plans are investment options provided by employers to their employees as part of their benefits package. Employees can contribute a portion of their salary into investment funds selected by the employer, often with the option to choose from a range of investment options.

Group Investment Plans usually offer a variety of investment options, including mutual funds, stocks, bonds, and exchange-traded funds (ETFs). These options may vary depending on the provider and the specific plan chosen by the employer.

Yes, in many cases, employees can customize their investment portfolios by selecting from the available investment options offered within the Group Investment Plan. This allows employees to tailor their investments to align with their risk tolerance and financial goals.

Participating in a Group Investment Plan can offer several benefits for employees, including access to professional investment management, potential tax advantages, employer contribution matching (if offered), and the convenience of automatic payroll deductions for contributions.

Employers can save money on Group Investment Plans by negotiating lower management fees with providers, implementing cost-sharing strategies with employees, optimizing investment selection to minimize expenses, and promoting financial education among employees to encourage informed investment decisions.

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Group Investment Form (#22)
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