Registered Retirement Savings Plan

Focus your clients on products that will help bring their investments to life!

• Ideal Segregated Funds – Signature Series – Ideal Monthly Income Fund and Ideal Corporate Bond Fund NEW advisor/client one-pagers
• Standard Life Mutual Funds – Portrait Portfolios advisor – one pager

Ideal Term Funds – Click here for our rate survey.

Send our RRSP video to your clients.

Illustrate the importance of compound interest to help bring their investments to life!

Need RRSP Loans? Find out more.

Calculate the amount of loan that will be paid by your client's income tax refund using our RRSP Optimizer calculator.

Do you need advice on basic RRSP and spousal RRSP contracts?

What IS the priority? RRSP or TFSA? (coming soon…)

What are your deadlines for submitting business to Standard Life this RRSP season?

Tax-Free Savings Accounts

$20,000

That's the amount new TFSA clients can save tax-free in 2011 if they were age 18 in 2009. If they already have a TFSA, their tax-free "room" might be different. Bring their investments to life.

Standard Life Mutual Funds – Choose our flagship Standard Life Monthly Income Fund

Ideal Term Funds – See our Laddering one-pager

Send a promotional email to your clients

Need information about saving with a TFSA?

Need advice on whether to name a Spouse as Successor, Planholder or Beneficiary?

What IS the priority? TFSA or RRSP? (coming soon…)