December 31 is quickly approaching for individuals turning 71 this year.

The RRSP conversion deadline is approaching. Complete RRIF conversions with EZtransact^®

If retirement income recommendations have already been made, now is the time to ensure RRIF conversions are completed before year-end.

Reduce paperwork and save time
EZtransact provides a convenient digital solution for completing RRIF conversions. Benefits include:

• • Reduced paperwork

• • Secure digital submission

• • Streamlined processing

• • Improved advisor and client experience

Avoid the year-end rush
As year-end approaches, processing volumes typically increase. Completing RRIF conversions early can help ensure clients are prepared before the December 31 deadline.


Resources available
Access tools and resources designed to support RRIF conversion activity, including:

• • EZtransact Frequently Asked Questions

• • RRIF conversion resources

• • Retirement income planning materials

• • Preferred Pricing information

Need assistance?
Your Director, Investment Sales can help answer questions about RRIF conversions, retirement income solutions and EZtransact.