Services
At Montcalm and Associates we pride ourselves on meeting and exceeding our clients expectations, if you have any questions about any of our services or are in need of assistance with further information please contact us and we will be happy to assist you in any way we can. We look forward to hearing from you!
Retirement Planning
Particip-Action Planning Process
At Montcalm and Associates Financial Group Inc., we believe that the preparation of a financial plan is a life changing experience. It is only through a participatory process where all participants get involved that a truly personalized future planning document and process can be developed.
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Employee/er Benefits
Pension Administration Overview
Life and Disability
Investment Affiliations
IPC Investment Corporation click here for our website about the services we offer through IPC.
Our office has a great relationship with Manulife Financial. Our firm’s large asset base in company retirement benefit plans has given us a competitive edge to negotiate lower Investment Management Fee Rates for our clients. These rates are some of the lowest in the industry and in the country.