More about Open Access

Tips & Resources

Follow Us

© 1997-2019 Open Access Ltd. All rights reserved.
Use of the Open Access Ltd. website constitutes acceptance of our Terms of Use & Privacy Policy.

 

We are Canada's leading independent provider of group retirement plans

A history of putting our clients first

Open Access Limited was established in 1997, but our roots go back to 1928 with the founding of Hodgson Roberton Laing as Canada’s first independent investment counselling firm. Today we are changing the way group retirement plans are run by putting plan members first.

 

We’ll go above and beyond

Service excellence is one of our guiding principles. Its why we provide all our plan sponsors with a dedicated account manager. Its also why we work with our clients to custom build a service model catering to their unique needs. As a service provider, we know that we are at our best when client satisfaction is at its highest.

 

We focus on ONE thing and ONE thing only

We believe in being specialists rather than generalists. This is why we focus exclusively on group retirement plans. Its what we have done for more than 20 years and we're quite good at it!

A large number of clients see the value in our unique approach but don’t just take our word for it...

Plan Sponsor

We have been and continue to be more than pleased at the service level and response level provided by Open Access representatives.  We are highly satisfied with your service.

The services are excellent. Representatives are knowledgeable and cooperative. Our employees are happy to be a part of Open Access.

Plan Sponsor

We always receive fast, reliable and professional customer service from our Relationship Manager and Administrator. Webinars are informative and would like to see more on a variety of pension topics.

Plan Sponsor

Disclaimer: Testimonials above were gathered from our 2018 Sponsor Survey. These testimonials may not be representative of the views of all clients. 

 

Leadership Team

Warren Laing
Chairman and Chief Investment Officer
Gary Payne
President and Chief Executive Officer
Jennifer Lee
Treasurer and Chief Financial Officer
Julie Boyd
Vice President, Client Services
Ryan Spaulding
Assistant Vice President,
Group Retirement Solutions
Ryan Sheriff
Director, Investments
 

Board of directors

Board Member

Board Member

Board Member

Board Member

Partners and Associations

 

We work with best-in-class partners and associations that allow us to deliver superior service.

 

Ready to offer your employees a retirement plan they’ll love?

Stand out as an employer by offering a professionally managed group retirement plan.