Member Services

Manage my Investments - Open an RSP Plan

New to Outlook?

If you are not a current member of Outlook Financial, open a Retirement Savings Plan (RSP) by clicking the "Apply Now" button to the right and completing and submitting our quick online application!

Existing Outlook Members

If you are an Outlook Financial member and do not already have an RSP, we ask that you complete the application form located below and send it to us.

If you already have an RSP with Outlook Financial, you can simply purchase another GIC.

To open an RSP:

  1. Complete the online RSP application form.
  2. Print, sign and date the form.
  3. Send the form by mail to the following address:

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

Please note:

  • Your RSP will be opened within 2 business days.
  • If you have provided an email address on your application, we will confirm your new RSP by email once completed.
  • If you have designated a beneficiary on the RSP 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 RSP 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
Oct 1, 2018

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  • 2.15% Savings Accounts
  • 2.50% 1 Year Cashable GIC
  • 3.35% 5 Year Cashable GIC
View all rates