Useful resources for your retirement planning.
With tools like our Savings & Investments Guide, Retirement Savings Calculator and Investor Profile Questionnaires, you can plan for many stages and events in your life.
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Plan Your Retirement
Planning your retirement? We offer personalized advice and straightforward solutions, based on your unique needs and goals. (version française)
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Questions About Retirement?
Transferring a group savings plan? Accessing CPP and OAS benefits? Setting up the right monthly income? Whatever your retirement questions, we can help. (version française)
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Create A Retirement Income
With our range of retirement solutions – RRIFs, locked-in assets and annuities – it’s easy to convert your savings into a tax-efficient retirement income. (version française)
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Target Date Funds explained
Learn about Target Date Funds - how they work and why they may be the right investment for your group retirement plan. (version française)
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Assets |
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Savings & Investments Guide
Describes registered plans, retirement planning techniques, investments strategies, your
personal investment mix, etc.
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Retirement Savings Calculator
Found on your personal account home page under Learn More. This calculator helps you plan for your retirement.
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Investor Profile Questionnaires |
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Asset Allocation (General)
This
Investor Profile Questionnaire is designed to help you outline your investment objectives and your investment personality. Applies to all funds except BLK, Russell and NEI Ethical Select Portfolios.
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BLK Asset Allocation
This Investor Profile Questionnaire is designed to help you outline your
investment objectives and your investment personality. Applies to BLK funds.
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Russell Asset Allocation
This Investor Profile Questionnaire is designed to help you outline your investment
objectives and your investment personality. Applies to Russell funds.
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NEI Asset Allocation
This Investor Profile Questionnaire is designed to help you outline your investment objectives and your investment personality. Applies to NEI Select Portfolios.
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