Welcome Retirement Income Group clients!

John Baynham and Carte Wealth Management, in partnership with Justwealth, are happy to make Digital Group Savings Plans available to Group Plan Sponsors and their employee members.

Group Savings Plans

Employer Benefits

  1. Partner with Justwealth – a regulated Portfolio Manager with a fiduciary duty to act in your Employees’ best interests
  2. Flexible offerings: RRSPs, TFSAs, or both? Voluntary or Mandatory contribution? Matching employer contributions?
  3. Easy set up: Completely online processes
  4. Centralized digital hub personalized to your company
  5. Easy contributions: Optional administration offered by SEB Administrative Services offers direct draw from payroll providers into employee accounts

Employee Benefits

  1. Automated Portfolio Recommendations
  2. Investment support from a dedicated Personal Portfolio Manager
  3. Automatic investment rebalancing
  4. Low, simple, and transparent fee structure
  5. Online Processes

Getting Started?

Starting from scratch?

Set up is easy – reach out to a Justwealth representative today

Switching Plans?

Justwealth offers easy online transfer of existing accounts

Have an existing Plan?

Add Justwealth to complement your existing plan

Working with a Group Benefits Advisor?

Justwealth has an Advisor Partnership Program to accommodate them

Helpful Resources

Justwealth – a recognized industry leader

Portfolio/Discretionary Manager of The Year
Nomination – James Gauthier
Wealth Professional Awards 2020

Leading Portfolio Managers
James Gauthier
Wealth Professional Canada 2019

FinTech Company of the Year
Nomination – Justwealth
Canadian FinTech and AI Awards 2019

Entrepreneur/Innovation Leader of the Year
Nomination – Andrew Kirkland
Canadian FinTech and AI Awards 2019

Top 50 Canadian FinTech Company
Digital Finance Institute 2019

Portfolio/Discretionary Manager of The Year
Nomination – James Gauthier
Wealth Professional Awards 2019

Top 50 Women in FinTech
Isobel Russell
Digital Finance Institute 2019

Young Gun of the Year Award
Nomination – Andrew Kirkland
Wealth Professional Awards 2018

FinTech Startup of the Year Award
Nomination – Justwealth
Canadian FinTech & AI Awards 2018

Have a question? Call us at 1.866.407.JUST