Employee Template: Financial Transfers

Financial transfers: Your plan offers a far better rate than the typical bank RRSP. This means your employees will benefit by transferring any of their existing RRSPs and TFSAs into your plan. To encourage employee financial wellness, customize and send this email to employees who have signed up to the plan.

Subject: How to add your existing RRSPs/TFSAs into your Common Wealth account

Hi everyone,

One of the reasons we chose Common Wealth as our retirement benefits provider is their investment approach. The plan offers automatic investing in a diversified portfolio that's tailor-made for retirement – which can enhance your retirement wealth by up to 50%.

If you have any existing RRSP/TFSA – like those from your bank or a previous group plan - you can transfer them into your Common Wealth plan with a few clicks.

Watch how: https://www.youtube.com/watch?v=441chLGcG9o

By transferring in, you can manage all your retirement savings in one place, and more importantly, low fees mean you keep more of the money you make on investments!  

Need help?

If you have questions or want help transferring in your existing RRSP/TFSA/[DPSP], you can book a 1:1 session with Common Wealth here.

Happy saving!

[Your name]