Oculus Group Services offers full service company group plan management. By using low-fee ETF investment portfolios, and long-term financial planning, we help our group plan clients achieve consistent investment growth while saving for their retirement.
We believe in providing customized financial advice to each of our group plan members. This is achieved through monthly meetings, calls, and quarterly investment presentations.
The group plan account types that we offer are:
We have partnered with Calgary-based LINK Investment Management to provide the cloud-based administration, reporting, and technological support of our group plan management service.
By combining our personalized financial planning advice with LINK’s technological investment support, we are in an unparalleled position to help our clients achieve their investment goals.
