Our experienced team of wealth management professionals, including CPAs, actuaries and CFPs, will help your employees set and achieve their long-term financial goals.
Providing your employees peace of mind
Understanding Your Group Benefit Plan. Is It Enough?
Is your group benefit plan enough, or do you need additional coverage? Find out.
1. Member Replacement Ratios
We make sure each of your employee’s current retirement savings are sufficient for their lifestyle on retirement. We prepare member replacement ratios which will tell us what plan is the most appropriate to replace their final salary at retirement.
2. Group Risk Services
Our team of professionals offer you risk services and strategies, annual risk costing reviews and negotiations—all while providing expert advice on finding the risk provider that’s the best fit for you.
3. All Costing Analysis
Our advisors conduct a comprehensive All Costing Analysis, as it pertains to your group benefit fund. This includes extended medical benefits, critical illness, disability income protection, life cover and investment portfolios aimed towards retirement.
4. Investment Consulting
Our investment consultants provide fund investment risk profile analysis, investment strategy recommendations, and reporting on fund returns and market trends so you stay up to date.
5. Asset and Liability Consulting
Whether you’re a corporate or individual client member, our team of experienced actuaries and financial analysts will provide asset-liability modelling, a method of establishing an investment strategy that is personalized to your unique liabilities.
6. Actuarial Services
Whether you prefer an administrator appointed actuary or one of our experienced actuaries, at B. Riley Farber Wealth we offer in-house actuarial services that will help determine, assess, and plan for any possibility of financial risk.
7. Member Financial Management Workshops
We provide financial planning workshops that focus on investment planning, retirement planning, and all general financial matters—ensuring employees feel confident in their financial plan.
8. Member One-on-One Financial Planning
Based on a personalized financial analysis, our advisors will provide employees with one-on-one planning, tailored to their own unique long-term financial goals.
Meet your team
Our qualified and experienced team has worked with a diverse range of clients across the globe, with proven success in growing, managing and preserving employees’ wealth.
Let us do the same for you.