Looking for tax receipts?

March 2nd, 2015 is the deadline for making contributions to your Registered Retirement Savings Plan (RRSP) for the 2014 tax year.

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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.

Is it fair that some Canadians have a better
retirement plan than you?

At Open Access, we don’t think so either.

Read the Access Newsletter – Q2 2014 >>

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

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

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.

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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.

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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.

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