Group Retirement

RPP

You can help your clients to set up a RPP as a tax-deferred savings vehicle for their employees and let contributions accumulate tax- free until retirement.

RRSP

Offer your clients a simple, flexible plan that generates tax-sheltered returns and can be changed at any time.

DPSP

DPSP lets your clients share a portion of their earnings with employees. But, they can choose to contribute, or not to contribute in the years where they record no profits.

FutureStep^®

FutureStep will enable you to build close relationships with your small-business clients and use your expertise to provide additional value for all their business needs.

TFSA & NRSP

A TFSA lets participants grow their savings in a tax-sheltered investment vehicle. Withdrawals are tax-free and can be made at any time.

NRSP can help your clients’ employees save for short-term/long-term goals or to supplement retirement income.

Personal Plan

Personal Plan is the easiest and simplest option for members when they need to transfer their savings out of their group plan.

PRPP

Take care of setting up this part of your client’s business.  An easy-to-sell, easy-to-implement PRPP can help them grow their retirement savings.

VRSP

Leverage VRSPs to build a steady stream of income. Mandatory for Quebec employers who don’t offer workplace savings plans, they’re an easy alternative to a traditional pension plan. 

DB Investment Only

When your plan sponsors want sound, practical solutions to manage their defined benefit pension plans.

Investment Options

Make it easy for your clients and their members to understand the different investment options in their retirement savings plan.

Plan Member Resources

Get relevant, current information for employees to better manage their group benefits plan.

Plan Sponsor Resources

At your clients’ fingertips – online services, valuable information, and a convenient resource for their retirement plans.