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How to continue saving with your workplace plan

Take your next step with confidence

Keep your savings in place with NextStep™ – and continue to enjoy the perks of a Canada Life workplace plan.

  • Personalized service

    Expert guidance to help you make the best decisions for your financial future.

  • Great savings

    Keep the group advantage with generally lower fees than retail investments.

  • Simple sign-up

    Register in just a few minutes and keep your money working for you.

What should you do with your workplace RRSP, pension plan or other savings when you leave a company?

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.

How does NextStep work?

  • 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.

Why should I choose 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.

Start your next chapter right.

Learn more about NextStep today.