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.

OCIO: Is it for you?

Outsourcing your plan’s CIO function means sacrificing
some control, but it could save you time and money.
Benefits Canada’s takes on the role of an Outsourced CIO.
May 2015
Download Article >>

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 – Q1 2015 >>

Wondering about the ORPP?

Read our latest update

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.

Learn more>>

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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.

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>>

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