Preferred Client Group

Maintain your Open Access account as a member of the Preferred Client Group

What is a Preferred Client?

A Preferred Client stays on with Open Access after leaving their current employer. Our plan members can choose to stay with us for life.

Review the Preferred Client Group Member Booklet (PDF)

Becoming a Preferred Client

Continue to benefit from all the features you have come to expect as an Open Access plan member. By joining the Preferred Client Group, you will continue to receive professional investment management on a fiduciary basis, competitive fees and retirement planning support.

Note that your account will be automatically transferred to the Preferred Client Group if we don’t hear from you within 90 days from the date of the email we sent. However if you wish to expedite the process, please submit the application forms listed here.

Step 1

Complete the Preferred Client Group Enrollment form (online)

Click here to access the online application

This sets you up to migrate your current group plan under an individual account. Included is the Investor Profile questionnaire so that our team can capture any changes to your risk tolerance and/or personal circumstances. We recommend you update your Investor Profile annually.

Step 2

If interested in consolidating your personal investment assets with Open Access (Fillable PDF)

Click here to access the PDF form

Did you know you can consolidate your other assets under our Preferred Client Group program? This includes RRSPs, Spousal RRSPs, TFSAs, LIRAs, RRIFs and Non-Registered accounts.

You can email the completed form to

Alternatively, your may fax them to:

(416) 955-4878 / 1 (866) 955-4878

Step 3

Review the Preferred Client Group Member Complete Brochure (PDF)

Click here to access the PDF

This is a complete and comprehensive overview of our Preferred Client Group program detailing everything you need to know about investing with Open Access.