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.
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.
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 inquiry@openaccessltd.com or call 1-(866)-625-4777 to have a Client Relations representative assist you.
