Conflict Free.
Fully Disclosed.
Completely Transparent.
Nothing to hide.

At Open Access we believe full transparency means zero conflicts of interests and no hidden or referral fees. Structurally and philosophically we are obligated to act in the best interest, and only the best interest, of our clients.

It’s tax time!

Looking for tax receipts?
RSP contribution receipts and all other tax reports for the 2013 tax year have already been issued.
Learn how to access your tax reports online>>

The Trouble With
Target-Date Funds

Age to retirement isn’t a good measure of risk tolerance.

Canadian Investment Review article by Zev Frishman.

March 12th, 2014

Our Latest Submission to The Ontario Ministry of Finance

Securing Our Future: Structured an inclusive, PRPP framework that helps serve the retirement needs of all working Ontarians.

Read more >>

save, well.
plan, well.
retire, well.
do, well.

How we make ‘well’ happen

Is your plan provider structured to serve your best interests and only your interests?

As your fiduciary, we are obligated to ensure your best interests are always represented in the investment funds you hold. That’s not only our philosophy; it’s how we’re structured.

Learn more>>

Open Access Ltd. Yellow Ball 1

Open Access Ltd. Yellow Ball 2

Does your plan provider actively manage investments on your behalf?

At Open Access we believe being 100% conflict-free means no proprietary products and no hidden or referral fees. This allows for unbiased allocation decisions, as our investment team is solely focused on seeking the best investments for you. Structurally and philosophically we serve as a fiduciary to our clients— ensuring their best interests, and only their best interests, are always represented in the investments they hold.

Learn more>>

Is your foundation, or charity doing as well as it could be?

You know your organizations goals.
We know how to create the financial significance in order to achieve those goals. At Open Access we believe doing well starts and ends with trusted collaboration. That trust is rooted in a fiduciary structure that is free from any conflicts, fully disclosed, transparent, and can only serve your best interests.

Learn more>>

Open Access Ltd. Yellow Ball 3

The Latest Open Access News