At Outlook, we make it easy to add, change and otherwise manage your investments.

Purchase a GIC

As a member of Outlook, you can purchase GICs using our online forms. RRSP, RRIF and TFSA GICs require that a plan is already set up. Find out more.

Direct transfer-in an RRSP, RRIF or TFSA

If you have a RRSP, RRIF or TFSA at another financial instituion, you can use our online form to transfer it to Outlook Financial.

Change GIC renewal instructions

Provide other instructions for your GIC, instead of having it automatically renew with the same term at the current rate.

Withdraw from my GIC

Withdraw all or a portion of your GIC.

Make an RRSP withdrawal

Under some circumstances it may be necessary or desirable to withdraw money from your RRSP. Find out more.

Change my designation of beneficiary

Beneficiary changes are not automatic. If something has changed, or you've changed plans, don't forget about your designation of beneficiary.

Change RRIF payment instructions

Change your original instructions on RRIF payments.

Open an RRSP plan

Start an RRSP plan with Outlook Financial.

Open a RRIF plan

Start a RRIF plan with Outlook Financial.

Open a TFSA plan

Start a TFSA plan with Outlook Financial.