Schedule of fees
There are certain admin fees associated with your NextStep plan. You can find out more about these costs, including when they're payable, by downloading the NextStep Schedule of Fees.
Keep your savings in place with NextStep™ – and continue to enjoy the perks of a Canada Life workplace plan.
Expert guidance to help you make the best decisions for your financial future.
Keep the group advantage with generally lower fees than retail investments.
Register in just a few minutes and keep your money working for you.
Whether you’re retiring or transitioning to another opportunity, leaving your job comes with big decisions.
What you’re going to do with the money you saved in your workplace retirement and savings plan shouldn’t be one of the hard ones.
Let us help you smooth your financial transition to that next chapter with NextStep.
You keep the great group rates, with fees generally lower than retail.
You’ll have access to investment and retirement specialists plus online resources.
Your spouse or common law partner can also join, meaning that you both enjoy lower fees and higher interest on combined savings.
You can choose from a wide range of products, such as TFSAs, RRSPs and RRIFs.
If your workplace retirement and savings plan was with Canada Life, you can seamlessly transfer your account to NextStep.
As part of a simple sign up process, our experts can help you to make the right choices for your financial goals and needs.
We’ll walk you, step-by-step, through a plan that works for you – whether you’re looking to retire today, or invest for tomorrow.
Consult+ is an app and website that gives you access to qualified doctors and other health care professionals.
Learn moreOpens in a new windowCan help fill the gap between your provincial plan coverage and what you pay for out-of-pocket expenses.
Learn moreOpens in a new windowPortable Benefits offers flexibility for life, critical illness and accidental death and dismemberment (AD&D) coverage.
Learn moreOpens in a new windowAn RESP you can open in your pajamas (because it’s all online).
You can get help from the Credit Counselling Society, an award-winning, non-profit service to help you and your family. The Credit Counselling Society can give you free, practical resources to help you:
Reach the Credit Counselling Society at 1 8 8 8 5 2 7 8 9 9 9. If you live in Quebec or an Atlantic province, call Credit Counselling Service of Atlantic Canada at 1 8 8 8 7 5 3 2 2 2 7.
Use your online account to check your balance, make additional contributions, manage your personal information and more.
Looking for a NextStep form?
There are certain admin fees associated with your NextStep plan. You can find out more about these costs, including when they're payable, by downloading the NextStep Schedule of Fees.
Find the forms you need to get started with NextStep or to manage your existing plan.