Communication templates

Is this the first time you’re offering a GRSP benefit to employees?

Below you can find an email template you can use to craft employee communications across different channels as they onboard with Wealthsimple Work. This template includes information about Wealthsimple, the benefits of a Group RRSP, and simple instructions on how to set up their account.

We’ve also included some public communication templates in case you want to add to your careers page, social media or other channels that might attract new talent.

Transferring your existing retirement savings plan to Wealthsimple?

We also have templates specifically for transfers, which include the letter of intent for terminating the relationship between your organization and the existing plan provider, so you can begin the transfer process to Wealthsimple.