Retirement Planning

Whether you’re planning for retirement or already there, we’ll help you every step of the way.

Are you prepared for retirement?

Many Canadians fail to meet their savings goals as they approach retirement. However, it doesn’t have to be this way! Participating in a retirement plan, through your employer, helps keep you on track to achieve your retirement goals.

Benefits of being an Open Access plan member

Investing made easy

Once enrolled, you fill out a 15-question investor profile form. Based on the results of this questionnaire, you are assigned to a portfolio that best meets your unique investment needs. That’s it! The rest is taken care of by our investment management team.

We’ll go above and beyond

You are not a number to us! As an Open Access plan member, you have access to a dedicated client relations team at the ready to help you with all your service needs. We support you with the tools and resources necessary to focus on saving, instead of how to invest.

We’ve got your back

We are legally bound to only serve your best interests. This means no proprietary funds, no conflicts of interest and full fee disclosure at all times.

More money in your pocket

As an institutional manager, we are able to access funds at low institutional prices. The cost savings of buying in bulk are passed on directly to you.

Always a member

No matter how your situation may change or at what point in your life cycle you are, you can take advantage of all the benefits that we have to offer.

The latest retirement info, at your fingertips.

Visit our Knowledge Centre to get access to retirement planning tools and content to help you develop a winning retirement strategy.

Already a member?

We’re thrilled to have you on board.

Allow us the pleasure of guiding you towards resources we offer exclusively to our members.

Member Portal

Members only area that allows you to log in and check account balances, view statements, transaction history and more.

Retirement Planning

Your personal retirement planning hub! Get access to retirement guides, worksheets and more that will put you on track to retire well.


Learn more about registered retirement savings plans (RRSPs) and registered retirement income funds (RRIFs) below.


Learn more about tax-free savings accounts (TFSAs) below.

Have retirement accounts elsewhere?

Simplify your investment strategy and make the most out of Open Access’ superior risk-adjusted returns and competitive pricing.

To consolidate your assets with us, simply fill the Transfer Authorization form and email it to or call 1-(866)-625-4777 to have a Client Relations representative assist you.

Group Retirement Plan Toronto