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GROUP INVESTMENTS & PENSIONS

Be An Industry Leader… Solidify Your Employees Retirement

VFI’s experience in providing employees with additional compensation via group investments is substantial.

T4 income provides your staff with a wage to support their family…day in and day out, but employee investment plans provide your employees with a benefit to retire on time and with dignity.

Providing employee investment options is one of the most tax efficient compensation vehicles that an employer can offer.

VFI will walk you through what your options are. You will be surprised to know how little it takes to get started. 

Vision Financial provides a game plan, no matter the size of the company to provide retirement goals for every employee, manager or owner. The minimum company investment requirement annually is $10,000.

Contact us to set up your appointment today!

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Testimonials

Paul and the team at Vision Financial have more than satisfied our company needs. They are, hands-down, the hardest working professionals we know. I recommend Vision Financial wholeheartedly and without hesitation.

Greg Alvas
Owner, Rock Point Cabinets

Vision Financial
2020-10-10T01:33:31+00:00

Greg Alvas
Owner, Rock Point Cabinets

Paul and the team at Vision Financial have more than satisfied our company needs. They are, hands-down, the hardest working professionals we know. I recommend Vision Financial wholeheartedly and without hesitation.

I worked with Paul to secure an employee group benefit plan for my company - he provided several quotes from different providers and diligently followed up on any questions or concerns. I am are very pleased not only with the significant savings our company has realized in changing to a new benefit provider but also with Paul's very timely and professional follow up with any queries. Thank you Paul!

Sandra Moore, CPA, CGA
Controller at Slokker Canada West Inc.

Vision Financial
2020-10-10T01:35:27+00:00

Sandra Moore, CPA, CGA
Controller at Slokker Canada West Inc.

I worked with Paul to secure an employee group benefit plan for my company - he provided several quotes from different providers and diligently followed up on any questions or concerns. I am are very pleased not only with the significant savings our company has realized in changing to a new benefit provider but also with Paul's very timely and professional follow up with any queries. Thank you Paul!

Paul Barker is very knowledgeable in his field. He will take time to discuss any concerns as he truly cares about his clients. He will find the best plan at the best cost.

Ferne Jones
Finance Manager, Resicare Society of Calgary

Vision Financial
2020-10-10T01:35:03+00:00

Ferne Jones
Finance Manager, Resicare Society of Calgary

Paul Barker is very knowledgeable in his field. He will take time to discuss any concerns as he truly cares about his clients. He will find the best plan at the best cost.
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Vision Financial

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Vision Financial Inc.
Suite 204, 1 Bow Ridge Road
Cochrane, Alberta T4C 2J1

Call (403) 981-2757
or 1-888-802-2757

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