CASE STUDIES
ASSOCIATION AND AFFINITY PROGRAMS
The Situation:
The executive team at a national moving company with agents in all provinces wanted to facilitate the formation of a buying group for its agents to secure benefits. In the past, this had been tried and failed, and GPS was brought in to make it happen.
RETIREMENT SAVINGS PROGRAMS - IPP
The Situation: As the founder and president of a service company, this client is a highly-paid professional in his mid-50s, whose spouse also works for the company. Both have been saving regularly for retirement.
SUCCESSION PLANNING
The Situation: This client asked GPS to create a succession plan for the business because the current arrangement was out of date and ineffectively structured. The family-run company was lead by two brothers, both approaching 50 years old, who wanted to ensure that processes were fully documented in order to protect them and their families in the future.
WORKFORCE MANAGEMENT - WELLNESS PROGRAMS
The Challenge: The executive team at a national moving company with agents in all provinces wanted to facilitate the formation of a buying group for its agents to secure benefits. In the past, this had been tried and failed, and GPS was brought in to make it happen.
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