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Products & Services

Retirement Services

As a Canadian employer you know that government security programs may not provide enough for you to retire on. 
 
A robust retirement program, backed by secure partners is the key to attracting and retaining top employees in today’s marketplace.  Whether you are looking for a program for your credit union or are a commercial client of a credit union,
 
CUMIS delivers significant value to your organization and your employees with group retirement solutions.
 
Our programs feature flexible, tax-effective, and cost-efficient retirement savings plans with customized educational programs that respond to the needs of your credit union or business and your employees.
 

Solutions include

  • Group RRSP’s
     
  • Deferred profit sharing plans
     
  • Defined contribution pension plans
     
  • Defined benefit pension plans
     
  • Individual pension plans
     
  • Investment only plans
     
  • Supplemental employee retirement plans
     
  • Group tax-free savings accounts

Core services include

  • Complete plan setup, administration, recordkeeping, investment services, employee education and plan sponsor support
     
  • Selection of diversified, investment products; including strategic alliances with eight fund managers with access to over 48 investment funds. Selection may be customized per client based on specific requirements  
     
  • Customized educational material and employee sessions 
     
  • Website and call centre services
     
  • Support for the plan sponsor for plan reviews and compliance with national regulator guidelines

​​​​​​​​​
Investment Products
The investment funds available through your plan are managed by experienced, professional investment managers.
Performance Comparison
Past performance is one key indicator on how well a fund manager's philosophies have worked in the past.
Member/Plan Sponsor Login
Services

 
Online services are completely secure and free to use.


Questions on Your Account?
 
sign i
​Questions?

 Plan members can call us at
1-855-889-5096.

Plan sponsors can call us at
1-855-890-5276
.

or email us at

groupwealthadmin@cumis.com.

​Contact Us


If you have general questions simply contact us by using our contact form or call us at
1-855-889-5096.

Monday to Friday
8 a.m. - 8 p.m. EST