Member Services

Manage my Investments - Open a RRIF plan

New to Outlook?

If you are not a current member of Outlook Financial, open a Registered Retirement Income Fund (RRIF) by clicking the "Apply Now" button to the right and completing and submitting an application to become a member of Outlook Financial. Once your membership is approved, you will be able to follow the remaining process for existing Outlook members as listed below.

Existing Outlook Members

If you are an Outlook Financial member and do not already have a Registered Retirement Income Fund plan (RRIF), we ask that you complete a RRIF application and send it to us.

To open an RRIF Plan:

  1. Complete the RRIF application form.
  2. Print, sign and date the form.
  3. Send the form(s) by mail to the following address:

      Outlook Financial
      Box 2, Station Main
      Winnipeg MB R3C 2G1

Please note:

  • Your RRIF plan will be opened within 2 business days.
  • If you have provided an email address on your RRIF application form, we will confirm your RRIF plan by email once completed.
  • If you have designated a beneficiary on the RRIF application form, sign and date the Designation of Beneficiary form and have a witness sign it as well. The witness cannot be a beneficiary or a relative of the annuitant. The Designation of Beneficiary cannot be processed without a witness signature.

If you would like to transfer in an existing RRIF from another financial institution, complete a Direct Transfer-In form and include it with your application.

 

New to Outlook?
Become a member.

Apply Now

Rates effective
Feb 2, 2018

RSS Feed
  • 2.00% Savings Accounts
  • 2.40% 1 Year Cashable GIC
  • 3.10% 5 Year Cashable GIC
View all rates