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.

Testimonials

Don't just take our word for it. Read what our clients have said:

Chisholm

Chisholm Retirement Planning Session

“The retirement planning session that Proteus Advisory Services conducted for our members was excellent. The session was comprehensive, providing lots of valuable information. The structure and design of the materials is fresh and bold which stimulated lots of discussion. Overall, the session helped our members feel better prepared for retirement. Proteus Advisory Services is another high quality offering from Proteus.” - Controller, Ronald A Chisholm Ltd.


Shaw

Shaw Media Plan Update

“While putting together a plan update session for one of our employee groups, we asked Proteus Advisory Services if it could help. We were very pleased with the outcome. Proteus assembled a presentation that provided an overview of the pension plan while putting the plan in a broader context of retirement planning and helping the members recognize the value of this important benefit. The presentation itself was refreshing with bold questions and vibrant graphics that stimulated lots of relevant discussion. Overall, the group truly appreciated the session with positive feedback and ongoing communication.” - Director, Total Rewards, Shaw Communications Ltd.


Our Other Valued Clients