SISIP FS endorses the CF Group Retirement Savings Plan, (
)
once called the Service Retirement Savings Plan that was administered
by Canada Life Securities Inc., is now administered by the
Group Retirement Services (GRS), a division of the Great-West
Life Assurance Company (GWL). If you are a serving or former
Canadian Forces (CF) member, or a spouse, you are eligible
for the . ...more
Our financial planners provide objective and unbiased investment
advice and offer trade units of mutual funds on a no-load basis
(no sales fee). Mutual funds are provided through
FundEX Investments Inc.
(Mutual
funds disclaimer)
Our financial planners are available to assist clients in achieving
their financial objectives through individual consultations. The financial
planner will analyze each situation individually and will present
a complete financial plan including recommendations and personalized
advice, as well as a plan of action to achieve fixed goals.
Direct Access Line: 1-800-267-6681
As a client, even if you are away from your region, you can get
personal financial management information and advice quickly and
easily from your financial planner by dialing 1-800-267-6681. You
can reach the direct access line anywhere in Canada, 24 hours a
day. Usually, your own financial planner or, if he or she is away,
a colleague will be able to answer your questions during normal
working hours.
The SISIP FS Financial Planning service is available for a fee of
$5 per month for all ranks from recruits to Master Corporals inclusively,
and to Officer Cadets, Second Lieutenants and Lieutenants. For all
other ranks, and former CF members, our services are provided at the
rate of $10 per month.
The SISIP FS Financial Planning service fee includes one free
annual basic tax return preparation per registered family. Additional
basic tax return preparation is offered to financial planning clients
for an additional competitive fee of $35 plus $70 per hour for additional
schedules and information that must be processed.
All financial planners are directly employed by SISIP FS and are paid a
salary only. Financial planners also act as agents of FundEX Investments Inc.
when engaged in the sale of mutual funds. They do not receive commissions,
and all trailer fees are paid directly to SISIP FS.
SISIP FS will provide the financial planning services as outlined
above subject to reasonable notice and the availability of resources.
SISIP FS reserves the right to change these fees, terms and conditions
at any time without notice.
