Keep your savings in place with the Freedom Financial™ NextStep™ plan– and continue to enjoy the perks of a Canada Life workplace plan.
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 the Freedom Financial ™ NextStep™ plan.
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:
- Manage your expenses
- Pay off debt
- Set goals for your finances
Reach the Credit Counselling Society at 1-888-527-8999. If you live in Quebec or an Atlantic province, call Credit Counselling Service of Atlantic Canada at 1-888-753-2227.
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 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.