Make the most of your plan

You’ve already taken the most important step to reaching your retirement and savings goals. You joined.

To ensure you stay on track with your goals, consider some important questions:

Are you contributing enough?

A little change can mean a whole lot of gain. Learn how a small increase in your contributions can make a big difference with My 1 per cent advantage calculator (requires Flash).

Increasing contributions can also help offset the effects of inflation on future savings. 

Watch video

To increase your contributions, complete the appropriate contribution form and submit it to the address on it.

Or, you can contribute easily through online banking – see how it works.

Do your goals still reflect what you want?

We’ve got the tools and resources to help ensure you stay on track with your goals.

  • iAcquaint interactive online learning and planning website – learn more or sign in to GRS Access to use iAcquaint
  • SmartPATH interactive financial education and planning website
  • Automatic investment rebalancing can help decrease the effect of market volatility in your investments while making sure the investments continue to match your risk tolerance and savings strategy. (More info)

Sign in to GRS Access and go to Change your portfolio > Automatic investment rebalancing to get this free service.

Are you taking full advantage of group pricing?

Make the most of your group plan by consolidating all your savings into your group plan. Plus it’s easier to keep track of your savings by having them all in one place.


To consolidate your savings, complete the applicable transfer form in Forms and send it to the address on the form, or speak to Angela Harvey.

Have you considered all your options?

You have access to a group RRSP, NRSP and TFSA. If you aren’t already taking advantage of all of these options, consider doing so to maximize your savings.

Join the RRSP and TFSA using Enrolment express. Just sign in to www.grsaccess.com with guest ID “Canada” and password “Site1234”.

To join the NRSP and for other paper applications go to Forms.

Has your risk tolerance for investing changed?

See if your risk tolerance for investing has changed. Take the Investment personality questionnaire to make sure your portfolio still matches your risk tolerance.

 

We’re here to help you stay on the path to reaching your goals. For more guidance, contact Angela Harvey, your dedicated investment and retirement specialist.