Locked-in Fund / Registered Locked-in Fund

Are you approaching your 70s and hold a Locked-in Registered Account or Retirement Savings Plan (LIRA/RLSP)? A Locked-in Fund (LIF) or Registered Locked-In Fund (RLIF) lets you continue to defer tax while your retirement funds grow.

Our investment advisers can discuss your best options for payment streams and help you choose the right mix of investments to turn your retirement savings into an LIF/RRIF.

Features include:

  • Variable and fixed rate options
  • Terms from 12 months to 60 months
  • Relationship pricing
  • Interest compound annually

ESTATE PLANNING

No matter what your goals are, our Financial Planning Solutions Team will help get you there. Meet with our team today!

WE'RE MOBILE

Life is busy and we believe in accommodating your schedule. We will meet with you when and wherever you like. It's a simple approach to financial planning.