Informed decisions
Advice based on goals
Investor profile
Plan members can complete a questionnaire to define and update their investor profile. This tool is designed to take risk tolerance into account. Plan members can update their investor profile after a life event, such as a new job, the birth of a child or preparing for retirement. It’s important for plan members to keep their profile up to date so that it reflects their current situation. If need be, they can use the results to adjust their investment instructions. Reminders are sent to encourage plan members to update their profile from time to time.
Informed decisions
Advice based on goals
Investor profile
Plan members can complete a questionnaire to define and update their investor profile. This tool is designed to take risk tolerance into account. Plan members can update their investor profile after a life event, such as a new job, the birth of a child or preparing for retirement. It’s important for plan members to keep their profile up to date so that it reflects their current situation. If need be, they can use the results to adjust their investment instructions. Reminders are sent to encourage plan members to update their profile from time to time.
On Target Retirement®
Our online retirement goal tracker makes it easier for plan members to prepare for retirement. Personalized messages in the tracker encourage them to set—and help them reach—their goals. Direct links provide rapid access to the relevant sections so plan members can make any necessary adjustments. They can also explore different scenarios to simulate the effect that making changes to their contributions would have on their projected retirement income.
On Target Retirement® is a trademark owned by Desjardins Financial Security Life Assurance Company.
Communications that lead to action
Plan members receive automated reminders to take the next step in the process for their online account depending on where they’re at. Every interaction is designed to help them be more empowered and take charge of their finances.