How we Can Help ...
As pension plan consultants DVA’s particular
expertise consists of the implementation and management of DC Plans and Group RRSPs.
Although the Guidelines for Capital Accumulation Plans (CAP Guidelines) issued by
the Canadian Association of Pension Supervisory Authorities are not binding regulations
we manage all DC Plans and Group RRSPs in accordance with the CAP Guidelines. For
the individual member of the Group RRSP or DC plan the following are DVA’s services.
Analysis of Current Portfolio
DVA takes care in piecing together and summarizing
in a clear fashion the member's portfolio and analyzing the portfolio in accordance with
the stated objectives.
Formation of a Coherent Portfolio
DVA formulates a disciplined and clear portfolio
and does not suggest investments that are too specialized or too risky for the investor.
Frequent Review
DVA examines an investor's portfolio at least
once every three months but adjustments are only made if there is a clear deviation from the
objectives of the investor.
| For more information download our brochure or contact us at: |
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Phone: 416-447-7900
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Services for Employers Brochure (requires Adobe Acrobat Reader)Download PDF |
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Services for Lawyers Brochure (requires Adobe Acrobat Reader) Download PDF |
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Services for Investors Brochure (requires Adobe Acrobat Reader) Download PDF |
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Our prime focus is to take the hassle out of all aspects of our clients' employee
benefits and retirement savings programs. |
Within a couple of weeks of appointment as manager of our Group RRSP/DPSP, Donaldson
Vincent Associates had established order and eliminated confusion with respect to
each members' investment holdings. The employees were much happier and had gained
some confidence that the retirement savings program would meet their objectives."
Ralph Lake, President
L & M Precision Products Inc.