Investments & retirement savings

We all have hopes for the future. Turning these goals into reality takes more than wishful thinking. Whether your investment objectives are short or long term, a plan can help you get there.

Life takes more planning than ever. We are healthier and living longer, more active lives. Outliving one’s savings is an ever-growing concern.

We at Canada Insurance Plan offer a range of individual and group annuity, retirement and investment income products and services. You can choose what you need to make it happen for you, in your way, and build a financial plan customized to your unique needs.

Our individual investment and retirement savings solutions provide people worldwide the ability to secure their financial futures. Our group investment and retirement plans let employers offer attractive packages to attract and retain talent.

Our investment options for individuals and groups in various regions throughout the world include mutual and pooled funds, variable and fixed annuities, savings, retirement and pension plans, and even education savings plans to help you comfortably navigate through life feeling financially secure.

Investment Forms and Reference

Request for values

            Address changes

            Partial withdrawals

            Auto pay changes

            Bank changes

            Questions about fees

            Changes to your personal information

            Payment changes

            Questions about historical activity

            Reporting death claims

Based on your specific needs and goals, investments can play a key role in your financial security plan and your ability to achieve your short- and long-term goals. We have access to a wide range of savings and income products – both registered and non-registered savings, income, and pension plans for individuals; as well as registered and non-registered savings and pension plans for employee groups.

            Registered retirement savings plans

            Registered education savings plans

            Segregated fund policies

            Tax-Free Savings Account

Segregated Fund Policies

Segregated fund policies offer wealth-building potential similar to that of a mutual fund. Fund managers invest in stocks, bonds or other assets, depending on the fund's investment objectives. Segregated fund policies also offer valuable wealth-protection features.

Payout Annuities

If you have further query please contact Canada Insurance Plan.