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

ADD OR CHANGE BENEFICIARY, SUCCESSOR ANNUITANT, OR SUCCESSOR HOLDER

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

ADD OR CHANGE RRIF PAYMENT INSTRUCTIONS

Change your original instructions on RRIF payments.

CHANGE GIC MATURITY INSTRUCTIONS

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

DECLARATION OF TRUST

Stay up-to-date with changes to yours RRSP, RRIF, TFSA and FHSA Declaration of Trust.

DIRECT TRANSFER-IN A RRSP, RRIF OR TFSA

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

MAKE A NON-QUALIFYING FHSA WITHDRAWAL

If you’re making a non-qualifying withdrawal from your FHSA, the withdrawn amount will be subject to withholding taxes.

MAKE A QUALIFYING FHSA WITHDRAWAL

If you meet the qualifying withdrawal conditions, you can withdraw from your FHSA tax-free.

DIRECT TRANSFER-IN AN FHSA

If you have an FHSA at another financial institution, you can use our online form to transfer it to Outlook Financial.

MAKE A WITHDRAWAL 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.

MAKE A TFSA WITHDRAWAL

You can withdraw from your TFSA without paying tax on the principal or interest earned.

MAKE A WITHDRAWAL FOR THE HOMEBUYERS PLAN (HBP)

Qualifying participants can withdraw money from their RRSP to buy or build a home without being taxed on the withdrawal.

MAKE A WITHDRAWAL FOR THE LIFELONG LEARNNING PLAN (LLP)

Qualifying participants can withdraw money from their RRSP to put towards their education or that of their spouse or common-law partner.

MAKE AN EXTRA RRIF WITHDRAWAL

Withdraw extra cash as you need it, with no minimum withdrawal limit per year.

Open an FHSA Plan

Start an FHSA plan with Outlook Financial.

OPEN A RRIF PLAN

Start a RRIF plan with Outlook Financial.

OPEN A RRSP PLAN

Start a RRSP plan with Outlook Financial.

OPEN A TFSA PLAN

Start a TFSA plan with Outlook Financial.

PURCHASE A GIC OR MAKE A DEPOSIT/CONTRIBUTION TO YOUR SAVINGS ACCOUNT

As a member, you can purchase GICs or make deposits/contributions to your savings account using our online forms. RRSP, RRIF, TFSA and FHSA GICs require that a plan is already set up.

Transfer from your RRSP to your FHSA

If you have an RRSP, you can transfer those funds to your FHSA, subject to FHSA contribution limits.