Pacific Benefits and Financial Professionals Alliance

Pacific Benefits and Financial Professionals AlliancePacific Benefits and Financial Professionals AlliancePacific Benefits and Financial Professionals AlliancePacific Benefits and Financial Professionals Alliance
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Pacific Benefits and Financial Professionals Alliance

Pacific Benefits and Financial Professionals AlliancePacific Benefits and Financial Professionals AlliancePacific Benefits and Financial Professionals Alliance
  • Home
  • Learn More
  • Group Benefits
  • Group Investment Plans
  • Insurance Services
  • Investment Services
  • Mortgage Services

Capital Accumulation Plans, the path to greater employee retention.

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Fund Diversity Guarantee

 Our Capital Accumulation Plans offer a diverse selection of fund options for members, combined with competitive fee structures designed to maximize investment potential. 

Regular Advisor Reviews

Alliance team members take an active management approach for every case and offers each individual the opportunity to meet with a dedicated advisor for personalized fund recommendations. 

Advanced Technology

 We partner exclusively with companies that prioritize user-friendly technology—whether through apps or web portals—because easy access is essential to the long-term financial well-being of any workforce. 

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Types of Plans

Capital Accumulation Plans can include Registered Retirement Savings Plans (RRSP), Deferred Profit-Sharing Plans (DPSP), Pension Plans, Tax Free Saving's Accounts (TFSA) and other options.

The primary benefit for Alliance members is access to client-focused solutions and the opportunity to build a strong professional network.


Additionally, members can earn referral fees for every client they connect with the Alliance’s advisors—strengthening partnerships while rewarding collaboration. 

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