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:
Phone: 416-447-7900
Email: dva@dvassociates.com

Services for Plan Members Brochure
(requires Adobe Acrobat Reader)
Download PDF

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.

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