Even better together.
Advisors and Consultants
Empower your clients with first class wealth management provided cost-effectively and on a fiduciary basis
Why Canadian Advisors and Consultants work with us
Reduced administrative burden
Our Investment team proactively manages your clients’ portfolios freeing you to focus on other value-added services.
Do your clients complain about sub-par service from their provider?We are here to make sure that never happens again with a dedicated client relations team and customized service models.
As your trusted partner, we can help you meet regulatory requirements.
As an institutional manager, we are able to access funds at low institutional prices. The cost savings of buying in bulk are passed on directly to your clients.
Open Access’ Group Retirement Plan Options
Open Access can work with you and your client to custom-design a retirement plan to meet their needs.
Defined Contribution Pension Plan
Group Retirement Savings Plan
Deferred Profit Sharing Plan
Defined Benefit Pension Plan
Group Tax-Free Savings Account
Outsourced Chief Investment Officer
Open Access is guided by the belief that all working Canadians, deserve to retire well.
As a fiduciary, we are obligated to service the best interests of our plan members. We encourage advisors and consultants who share our beliefs to reach out to us to determine if together, we can offer your clients a better retirement outcome.