Individual Retirement Planning
Where do you have your Pension or RRSP assets invested?
If you are like most people, they are spread out between banks, insurances companies and mutual funds.
We have a simple and effective solution for you: Our Group RRSP for Individuals.
Advantages of our Group RRSP for individuals
- Reduced Investment Management Fees benefiting from the volume buying of a group
- Additional reductions in Investment Management Fees (or enhancements to GIC rates) based on your assets
- Enhancements at $25,000, $40,000 and $60,000 of assets
- Superior rates of return
- Semi-annual easy to read statements
- Access to information on your assets and ability to make changes
How easy is it to enrol?
- We provide you with a kit that takes you through the necessary steps and outlines information about the investment options.
- You complete the Risk Profile questionnaire.
- Complete an enrolment form and transfer forms to move assets into the plan.
- Complete a PAC enrolment form to make contributions.
- That's it!
We can and will assist you with all forms and in choosing an appropriate investment mix.
How to Get Started
To have one of our advisors assist you with your retirement planning, contact us at firstname.lastname@example.org or toll free at
1-800-666-0142 and we will respond to your request within 24 hrs!