The Justwealth Group RRSPs Guide

Transcription

1 The Justwealth Group RRSPs Guide justwealth.com

2 Who is the Justwealth Group RRSP Program for? Business owners with an established Group RRSP program or who would like to initiate a program for their employees. Justwealth will apply a fiduciary standard to managing your employees retirement plans The combination of our efficient technology and our comprehensive lineup of low-cost, intelligent ETF portfolios will help facilitate the planning process for your employees How does the Justwealth Group RRSP Program work? We will leverage our simple onboarding process to create a Justwealth Corporate Group RRSP account for your business We will create a unique landing page, branded with your company s logo, for the exclusive use of your employees Your employees access the unique landing page and set-up their Justwealth RRSP account using our easy sign-up process

3 What does Justwealth do for you and your employees? Your employees will enjoy access to all that Justwealth has to offer: RRSP accounts managed to a fiduciary standard Clear, straightforward investment decisions that are automatically implemented by our robo-advisor process Each of your employees will receive access to a Justwealth Personal Portfolio Manager Our sophisticated algorithm will direct your employees and help remove uncertainty over how to invest their retirement savings One investment management fee of 0.50% covers all trading and custody costs* Daily portfolio monitoring and regular rebalancing Simple sign-up process Detailed 24/7 online access to account data Justwealth will take care of compliance and administration Investor & plan sponsor servicing Employee onboarding Reporting & statements Tax receipts * Minimum monthly fees may apply.

4 Why Justwealth? Because your employees deserve the utmost support, service and investment management options! We offer Group RRSPs and so much more The robo industry s broadest set of portfolio solutions allows us to service ALL of your employees needs Over 60 rigorously-constructed, ETF portfolios conveniently grouped into five families: Domestic Growth, Global Growth, Income, US$, and RESP Target Date Justwealth s current clients have a wide-ranging set of investment and service needs: Clients range from 20 year-olds to 90 year-olds Available account types: RRSP, TFSA, RESP, RRIF, LIRA, LIF, Non-Registered Fully automated, simple sign-up and investment process: Easy as Because you deserve a Robo-Partner. Dedicated institutional support team with deep, relevant experience will service you and assist with compliance and administration needs

5 The Justwealth Team Executives with extensive investment industry experience James Gauthier, MBA, CFA Co-founder & Chief Investment Officer Previous: BNS, TD, RBC, Mercer Experience: 20+ years James is a seasoned asset allocator who for over 20 years has devised some of the most innovative and sophisticated asset allocation policies for institutions, high net worth clients, and large wrap programs in Canada. James portfolio construction expertise has been utilized by thousands of Financial Planners, Investment Advisors and Portfolio Managers across Canada. Andrew Kirkland, CFP, CIM Co-founder & President Previous: Invesco Experience: 10+ years Andrew is an experienced investment professional with unwavering passion for investing, financial planning, and client service. Over the last decade, Andrew assumed roles of increasing responsibility in the areas of operations, business development and client-servicing. Andrew takes great pride in providing outstanding service and quality advice to the Canadian investment community. Richard Burton-Williams, MBA Head of Justwealth Institutional Previous: Barclays, Lehman, MRG Experience: 15+ years Richard s background in investment banking and consulting includes 15 years of advisory, client-service, finance, strategy and deal-making experience within Canada, the U.S. and internationally. Richard s experience has focused on the Canadian financial services sector, including assignments for some of Canada s largest banks, wealth managers, financial technology providers, specialty lenders and insurers.

6 Contact Us Richard Burton-Williams Institutional Partnerships m justwealth.com Justwealth Financial Inc. ( Justwealth ) has prepared this document as a source of general information only and it is not intended to constitute financial, investment, accounting, legal or tax advice and should not be construed as such. The information contained in this document is believed to be reliable and accurate at the time of publication, however, Justwealth does not guarantee that the information is accurate, complete or current. Justwealth makes no representations, warranties or conditions, express or implied, in respect of the contents of this document, nor does it take any responsibility for any errors or omissions which may be contained herein, nor does it accept any liability whatsoever for any loss arising from any use of or reliance on this document or its contents.