Your team & structure
Start with your workforce, salary structure and existing pension arrangements.
Review your company pension arrangements with a clear view of retirement benefits, risk protection, contributions and employer costs.
20–30 minutes · English or French · No obligation

Start with your workforce, salary structure and existing pension arrangements.
Compare retirement savings, disability and survivor benefits alongside employer and employee contributions.
Review administration, plan structure and the steps involved in changing providers.

I will take the time to understand what matters to you, explain the choices and help you compare suitable options. You can ask questions and decide at your own pace.
01 · Review your needs and current arrangements.
02 · Compare benefits, costs and important limitations.
03 · Agree on the next steps, if you want to proceed.
Yes. The initial 20–30 minute conversation is free and without obligation. Before any further service that carries a fee, we will clarify the terms.
Absolutely. Your current arrangements are a useful starting point. We can review what they include before discussing alternatives.
The booking button takes you to the calendar on my contact page. Choose a time and enter your contact details there. You can also contact me by email or WhatsApp.
Your current pension plan, provider terms and an overview of your workforce and salary structure.
You can book even if you do not have everything yet. Please do not send confidential documents through WhatsApp; we can agree on a suitable way to share them.
Benefits, limits, exclusions and acceptance depend on the insurer and the selected policy. The comparison will focus on the terms relevant to your situation.