As an employee at your company, you can be a powerful advocate for getting a better Group RRSP solution in place. However, most people don't know they can even ask for it!

If you'd like to use Wealthsimple as your Group RRSP provider, consider sending our email template below to a leader in your Human Resources, Finance, or executive teams. 

Instructions:

1. Copy and paste the email template into your email client. Feel free to customize it as much as you'd like.
2. Talk to your colleagues and coworkers - share this information about the difference a Group RRSP with Wealthsimple could make with your organization.
3. Get your commission fee. We will add $1000 to a non-registered Wealthsimple account for any successful referral (i.e. an organization that signs up with Wealthsimple for Work).

Email Template

Hi team,

I’ve been chatting with a few other coworkers about a potential benefit for employees. It's a Group RRSP by Wealthsimple. It’s basically a way for us to contribute pre-tax dollars to a provider that offers a great digital experience and low fees that make it easier to grow our retirement savings.

We would be really excited to move onto the Wealthsimple platform! If you are interested in learning more, you can take a look at get.wealthsimple.com/work.

Thanks,

NAME

Terms and conditions

This Wealthsimple for Work $1000 Employee Promotion (the “Offer”) is valid for existing users of Wealthsimple Invest (“Wealthsimple Invest”) offered by Wealthsimple Inc. (“Wealthsimple”) who successfully refer their employer to open a new GRSP plan (the “Plan”) on the Wealthsimple for Work product (“W4W“) and who otherwise fulfils the terms and conditions stated in this Offer. The $1000 referral bonus (the “GRSP Bonus”) will be credited only if the Plan is opened and approved.

Limit one GRSP Bonus per qualified referral. If two or more employees refer the same employer, only the employee indicated by the employer will receive the GRSP Bonus. Minimum 10 employees must become enrolled in the Plan. Referring employee cannot otherwise be involved in the decision of the employer to open the Plan.

You must have a non-registered Wealthsimple Invest account as a condition of receiving the GRSP Bonus (we cannot contribute into your RRSP or TFSA directly). GRSP Bonus will be applied to your account 30 days after the Plan is opened and all other conditions are met. Please note that Wealthsimple cannot provide information about the status of the Plan.

Wealthsimple reserves the right to amend, withdraw or restrict the Offer at any time without notice. Wealthsimple is the sole arbiter of these rules and any other issue arising under the Offer. If Wealthsimple suspects fraudulent or abusive behaviour, gaming of the system or a violation of these terms, Wealthsimple reserves the right to remove all promotions from the GRSP account and take any other action it deems appropriate including, but not limited to, closing the GRSP account. An invitation to participate in this offer does not provide assurance that the referred customer will be accepted as a customer of Wealthsimple. This offer is only valid for individuals in Canada that otherwise meet our eligibility requirements. Our standard terms (https://www.wealthsimple.com/en-ca/legal/terms) relating to your use of Wealthsimple and any agreements that apply to the Wealthsimple GRSP account each apply and are not affected in any way by this offer.