Support King's while preparing for your retirement
You can now open a Concentra Financial Self Directed RRSP and work towards your retirement goals while supporting The King’s University. Your RRSP is a self directed plan, managed by Concentra Financial and invested in the King’s campus property mortgage.
The self directed RRSP is governed by a declaration of trust and fee schedule. King’s pays the annual administration fees for plans valued at $10,000 or higher in December each year. Interest is set at the beginning of each quarter-year based on current rates as a benchmark. Interest is compounded and credited on a quarterly basis.
The current interest rate is 2.4% and is always 1% higher than the BMO GIC rate.
Set up your RRSPs
The following forms allow you to set-up and manage your Concentra Financial Self Directed RRSP. You may download these documents, or request them from our office by contacting us at firstname.lastname@example.org or 780.465.8307.
RRSP third party consent form
RRSP beneficiary form
RRSP direct transfer in form
RRSP fact sheet
RRSP letter of direction (sample)
RRSP Self-Directed Deposit Form
RRSP Self-Directed Registered Accounts Fee Schedule