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.
RSP contribution receipts for the remainder of year 2013 have already been mailed.
RSP contribution receipts for the first 60 days of 2014 will be mailed by March 18, 2014.
All other reports will be mailed by February 21, 2014.
Learn how to access your tax reports online>>
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.
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.
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.