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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 seven fund managers with access to over 45 investment funds.  Selection is customized per client based on your 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 - CUMIS
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.
Tools & Calculators
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Online services are completely secure and free to use.


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​Contact Us

If you have general questions simply contact us by using our contact form or call us at 1.800.263.9120

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