1-888-451-6133 [email protected]

Most Canadians believe that they are not able to access their former employer pension plans: LIRA, LRSP, or LIF until retirement. That is not always the case.

By understanding federal and provincial registrations and unlocking rules, you can access your funds now rather than waiting until retirement age.

Usually, your pension funds should stay locked-in in a LIRA, RRSP, or LRSP until retirement. For those willing to withdraw the money early, we can help you unlock the funds and gain access to them right away without the need to wait until 65!

 

Which accounts can we unlock?

  • Locked-in retirement account (LIRA)
  • Locked-in registered savings plan (LRSP)
  • Locked-in retirement income fund (LIF/LRIF)
  • Former or terminated pension members
  • Registered Pension Plan (RPP)
    • Defined Contribution Pension Plan (DCPP)
    • Defined Benefit Pension Plan (DBPP)
    • Deferred Profit Sharing Plan (DPSP)

 

Which accounts can we not unlock?

  • Current Employer Pension Plans
  • Canada Pension Plan (CPP)
  • Old Age Security (OAS)
  • Disability Insurance Pension (WSIB)
  • Annuity
  • Current Pension Plans for people on:
    • Short-term lay off
    • Maternity Leave
    • Disability Leave

 

What provinces can we help get pension accounts unlocked?

  • British Columbia
  • Alberta
  • Saskatchewan
  • Ontario
  • Northwest Territories

We Unlock former employer pensions & locked-in accounts. Call us today at 1-888-451-6133 or fill out our contact form.

 

 
If interested in learning more,
Don’t hesitate to reach out to us today.
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CFS Wealth Management works with Canada’s most trusted financial institutions.
About Us

Confidently invest in your future with CFS Wealth Management. We bring together a team of experts professionals, who each provide a unique and proven approach. At CFS Wealth Management Inc. we proudly offer proven financial strategies to create, build, protect and transfer your wealth.

Products
Head Office
114 Rumsey Rd.,
Maple Ontario
L6A0W7
Monday-Friday: 9AM-5PM
Tel: 1.888.451.6133
Email: [email protected]
Questions?
Contact us today and begin the process of unlocking your former employer pension plan today!
About Us

Confidently invest in your future with CFS Wealth Management. We bring together a team of experts professionals, who each provide a unique and proven approach. At CFS Wealth Management Inc. we proudly offer proven financial strategies to create, build, protect and transfer your wealth.

Head Office
114 Rumsey Rd.,
Maple Ontario
L6A0W7

Secondary
9980 Dufferin Ave
Box 20011
Maple ON
L6A4M4

Tel: 1.888.451.6133
Fax: 1.866.410.2675
Email: [email protected]

Mon-Fri: 8AM - 6PM

Questions?
Contact us today and begin the process of unlocking your former employer pension plan today!
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