proteusadvisory.com

Proteus Advisory Services

The smarter way to deliver your retirement benefits. You want fully engaged employees. And they will thank you for it. Proteus has the solution for you. Here's How We Do It. Our Quest For ENGAGEMENT. Will fundamentally change how your retirement program is delivered. EDUCATE, GUIDE, SUPPORT. This is about creating CONTENT that is vital and relevant to you and your plan members for the purpose of reaching their retirement goal and reinforcing your brand as an employer of choice. More. We have been a respe...

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Proteus Advisory Services | proteusadvisory.com Reviews

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The smarter way to deliver your retirement benefits. You want fully engaged employees. And they will thank you for it. Proteus has the solution for you. Here's How We Do It. Our Quest For ENGAGEMENT. Will fundamentally change how your retirement program is delivered. EDUCATE, GUIDE, SUPPORT. This is about creating CONTENT that is vital and relevant to you and your plan members for the purpose of reaching their retirement goal and reinforcing your brand as an employer of choice. More. We have been a respe...

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Proteus Advisory Services | proteusadvisory.com Reviews

https://proteusadvisory.com

The smarter way to deliver your retirement benefits. You want fully engaged employees. And they will thank you for it. Proteus has the solution for you. Here's How We Do It. Our Quest For ENGAGEMENT. Will fundamentally change how your retirement program is delivered. EDUCATE, GUIDE, SUPPORT. This is about creating CONTENT that is vital and relevant to you and your plan members for the purpose of reaching their retirement goal and reinforcing your brand as an employer of choice. More. We have been a respe...

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Proteus Advisory Services

Building a Retirement Plan. The first step of retirement planning is determining how much money you will need at retirement—what will be your cost of living? You may have already gone through this exercise in the past, but with the changing markets and economic conditions, the figures you once put on the table may have changed. Let us establish or revisit your strategy today so we can begin the transition to a positive outlook. Your Guide to Investing. Expert Advice and Tips. Talk to us, we're listening.

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proteusadvisory.com

1

The Investment Series | Proteus Advisory Services

http://www.proteusadvisory.com/services/curriculum/investments

That goes beyond plan design and. Raquo; Member Services. Raquo; The Curriculum. Raquo; Investment Series. Plan members will learn basic investment management strategies, better understand the behaviour of major asset classes, how to build their own investment policy and the importance of monitoring. The ABC’s of Investing. Provides an overview of basic investment concepts and how they play a crucial role in planning for retirement. Provide an overview of capital market functions. How to Build It Right.

2

Financial Education Seminars | Proteus Advisory Services

http://www.proteusadvisory.com/services/curriculum

That goes beyond plan design and. Raquo; Member Services. Raquo; The Curriculum. Our seminars are designed to maximize the learning experience and to promote an interactive environment. We want every audience no matter the age, knowledge or experience to benefit from our seminars by acquiring the knowledge they need to feel empowered when it comes to planning and managing retirement assets. Helping to Answer Relevant Questions. Providing Facts, not Opinions. Giving the Full Story on Financial Concepts.

3

Our Clients | Proteus Advisory Services

http://www.proteusadvisory.com/about/clients

Plan sponsors since 1994. Raquo; About Us. Raquo; Our Clients. Proteus Advisory Services works with retirement plan sponsors of all sizes. From smaller plans with only a handful of members to large plans with thousands of members across the country, our solutions are easily tailored to fit an approach that works best for your plan. Don't just take our word for it. Read what our clients have said:. Chisholm Retirement Planning Session. Controller, Ronald A Chisholm Ltd. Shaw Media Plan Update.

4

Peter Henry, President | Proteus Advisory Services

http://www.proteusadvisory.com/about/team/peter

Plan sponsors since 1994. Raquo; About Us. Raquo; Our Team. Raquo; Peter Henry. Peter Henry, President. Peter Henry, President. Peter is currently active within the pension consulting industry and he is a sought after speaker for events relating to the governance of Canadian pensions plans. Martin Leclair, CFA. Proteus is committed to providing you with independent, conflict-free guidance, ongoing retirement planning support, and clear and easy-to-use advice. Read more. Martin Leclair, CFA.

5

Enhancing Employee Engagement | Proteus Advisory Services

http://www.proteusadvisory.com/solutions/engagement

Achieving a greater return on the valuable retirement benefit that you offer. Raquo; Sponsor Solutions. Raquo; Enhancing Engagement. Proteus is committed to providing you with independent, conflict-free guidance, ongoing retirement planning support, and clear and easy-to-use advice. Read more. Martin Leclair, CFA. Retirement and Group Plan Series.

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The smarter way to deliver your retirement benefits. You want fully engaged employees. And they will thank you for it. Proteus has the solution for you. Here's How We Do It. Our Quest For ENGAGEMENT. Will fundamentally change how your retirement program is delivered. EDUCATE, GUIDE, SUPPORT. This is about creating CONTENT that is vital and relevant to you and your plan members for the purpose of reaching their retirement goal and reinforcing your brand as an employer of choice. More. We have been a respe...

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