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How to continue saving with your group 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

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  • Personalized service

    Expert advice 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 or 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 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. 

Start your next chapter right. Learn more about NextStep today.

How does NextStep work?

If your workplace retirement and savings plan was with Canada Life, you can seamlessly transfer your account to NextStep.  

After 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 fund your retirement now, or invest for tomorrow while you focus on your career today. 

Why should I choose NextStep?

  • You keep the great group rates, usually more affordable than retail

  • You’ll have access to investment and retirement specialists plus online resources

  • Your spouse or common law partner can also join, meaning lower fees and higher interest on combined savings

  • You can choose from a wide range of products, including TFSAs, RRSPs and RRIFs

Why us?

Canada Life has been paying claims for 150 years. Work with one of our trusted advisors to help build a plan for you.