Plan member resources

Stay on track to meet your financial goals. Sign in to our online portal to make transactions, view statements and more.

Sign in (company number 13xx) Sign in (company number 31xx)

Explore our education centre

Your organization has partnered with us to help you save and retire comfortably. Discover how we can help you reach your goals.

Planning for tomorrow in stages

Whether you’re at the start of your savings journey or counting down the years to retirement, we can help you maximize your savings.

I’m just starting out

If your plan offers a variety of investment options, you may be wondering what’s right for your situation. One thing to consider is your appetite for risk. Complete our investor profile questionnaire to understand your risk tolerance. Sign in to our online portal and go to “Resources” to find the questionnaire.

You may also want to consider target date funds if they’re available in your plan. They offer a hands-free approach to retirement investing. Learn more about target date funds.

I’ve been saving regularly

Wondering if you can make your money go further? We can help you grow your investment knowledge and save for the future with confidence. Find out about dollar-cost averaging, how you can guard against inflation and more. Learn investment basics.

I’m retiring soon or enjoying retirement

Whether you’re getting close to living your best years or you’re already living your best life, get the guidance you need today. Learn about retirement income solutions, key questions you should be asking yourself and more. Explore retirement planning.

Fund performance

We offer a diverse range of solutions for different investment styles and strategies. Review your fund's performance on our fund fact sheets. Go to fund performance.

Why join a group retirement savings plan?

Tax advantages
Depending on the type of plan you have, there are tax benefits either in the tax year you make your contribution (RRSP or pension plan) or when you make a withdrawal (TFSA).
Enhanced contributions
Many employers will offer to match or enhance your plan contributions. This means that every time you put money in your plan, they will as well.
Preferred management fees
Compared to an individual plan, group plans usually offer more competitive fees. That means more money gets invested in your future.
Experienced investment managers
The funds available through your plan are managed by our investment partners. They understand stocks and bonds, so you can feel confident about the years ahead.

Leaving your employer’s plan

If you’re leaving your group plan, your options for your savings will depend on your plan type and rules. Your options may include:

  • Leaving your assets in your group plan
  • Moving your assets to another group plan provided by Co-operators
  • Transferring your assets to an eligible retirement plan with another financial institution
  • Cashing out some of your assets, subject to withholding taxes

To discuss all your options, call 1-866-469-2643. Plan members (company number 13xx) can also email us at groupwealthadmin@cooperators.ca. And former CUMIS plan members (company number 31xx) can email us at grsmember@cooperators.ca.

Still have questions?

Let’s connect. Our support team is committed to helping you save for the future you want.
Let’s connect

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