Your job may change, but your commitment to saving doesn’t have to. Keep your saving on track with Canada Life and continue building toward what’s next, with help along the way.
The Freedom Financial™ NextStep™ plan by Canada Life is a retirement and savings product for employees leaving their company, either through retirement or a job change. It allows you to continue to manage your workplace savings, while offering investment options like RRSPs, TFSAs and retirement income options like RRIFs.
Keep your financial goals on track with guidance from a licensed specialist.
You will have access to expert advice that walks you through the process and gives you the information you need to continue to manage your savings through your My Canada Life at Work™ account, just like in your group plan.
Keep your savings on track for this next chapter with NextStep and have the flexibility to change your investment options at any time.
Use your online account to check your balance, make additional contributions, manage your personal information and more.
Consult+ is an app and website that gives you access to qualified doctors and other health care professionals.
Discover Consult+Opens a new website in a new windowOpens a new website in a new windowFreedom Financial™ Registered education savings plan (RESP), which you can open online.
An award-winning non-profit that gives you free resources to help manage your expenses, pay off your debt and set financial goals.
If you’re within three years of retirement or are looking for retirement income products like RRIFs, then NextStep is here to help you prepare for a smooth transition into this new chapter.
Looking for a NextStep form?
There are certain admin fees associated with your Freedom Financial ™ 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 Freedom Financial ™ NextStep™ or to manage your existing plan.