The principal objective of Sze Associates Ltd. is to help individuals plan and save for retirement. In that context, we have developed:

(1) An Executive Retirement Program, which helps older employees save more to provide much needed retirement security.

(2) A Lifetime Financial Planning system, which helps individuals plan for future expected and unexpected events.

(3) Education material explaining the strengths and weaknesses of a defined benefit (DB) pension plan, and a defined contribution (DC) arrangement such as the RRSP.