Services
what we do
Servicing all of Canada, the core of our capabilities lies in our extensive investing and consulting experience. Most investment firms specialize in either investing or in consulting but very few combine both skill-sets. This range of capabilities brings many advantages to our clients including helping them in their financial plans, providing advanced portfolio design and management
Private Client Services
Benchmark offers investors a complete investment services; They begin by establishing client’s financial plan and objectives and then by applying our investment processes toward the desired outcome.
Group Pension Plans
Benchmark's group plan consulting services bridge the gap between what employees are looking for in servicing their members, what their members need and what is delivered by providers. These services include our knowledge of service providers and types of plans, our fund selection expertise, group presentations to employees, as well as one-on-one meetings with any member wishing an appointment.
Institutional Clients
Benchmark's investment consulting services provide plans the full advantages of Multi-Manager services, an investment approach that is normally only available to very large plans of $100 million or more. These services are available at a cost comparable to the traditional approach of just one or two money managers. Benchmark brings together a strong understanding of money management firms, identification of best of breed-funds, and fund matching.
Insurance Sales
Benchmark's insurance services is committed to protecting what's most important to you. Our life, disability, and critical illness insurance options are customized to fit your life's needs. We also offer business insurance, ensuring that every recommendation we make is directly aligned with your specific circumstances.