Registered Products

RRSP

For a new Outlook RRSP Plan, complete an RSP Application and make a personalized cheque payable to Outlook Financial.
To transfer a maturing RRSP from another financial institution to a new Outlook RRSP, complete an RSP Application and a Direct Transfer-In Form.
If you're already an Outlook member, you can easily make a deposit to your RRSP account or change your designation of beneficiary on your RRSP account.
To transfer a Manitoba Locked-in Retirement Account (LIRA), complete an RSP Application and a Direct Transfer-In form. Then please call us to discuss your unique situation.

RRIF

For a new Outlook RRIF Plan, complete a RIF Application and a Deposit Form.
To convert an RRSP from another financial institution to a new Outlook RRIF, or to transfer a RRIF from another financial institution to a new Outlook RRIF, complete a RIF Application, a Direct Transfer-In Form and a Deposit Form.
If you're already an Outlook member, you can easily change your designation of beneficiary on your RRIF account.