Book your enrolment meeting with Joe

45 minutes on Google Meet. Open your account, sort any transfer from your old plan, answer your questions. You'll get a calendar invite right away.

45 minutes Google Meet No cost

What would you like to book?

Group RSP enrolment 45 minOpen your account, sort any transfer from your old plan, answer your questions

Personal planning meeting 60 minA fuller look at your finances beyond the group plan

Online account viewing set-up & portal tour 30 minGet set up to see your account online and walk through the portal

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