The CBAF Plan CBAF Retirement Savings Plan Features

Your CBAF retirement savings solution has a number of great features. Spousal plans are available and staff can purchase this product. For the firm we now offer a Group RRSP program.

• Lower than retail investment management fees (IMF). Partnering with Manulife Financial, CBAF is able to negotiate lower investment management fees (similar to MERs)- available to most individual investors.
  
• Access to Institutional funds and fund managers. Typically not available to most individual investors.
  
• Brand-name fund managers. Invest in Canada's top fund managers at better than retail investment management fees.
  
• Exclusive to CBAF! The CBAF member loyalty program. As your account balance grows, you will benefit from even lower investment management fees through the CBAF retirement savings member reward program.
  
• Convenient account access. 24/7 online or interactive voice response (IVR) telephone access to your personal account information. The information you need, when you need it!
  
• Investing with confidence. Manulife Financial's exclusive Investment Watch (i-Watch) program incorporates a best practices approach to selecting fund managers, and then ensures that they adhere to their investment mandates over time.
  

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