Step 1 – Request a Personalized Quote
Complete our online questionnaire or download a PDF version. Your GBL representative will prepare a custom RCA quote at no cost within 1-2 business days.
Step 2 – Understanding the Quotation
Upon receipt of your RCA quote, please contact your GBL representative who is available for consultation in-person or via conference call to answer any questions that may arise.
Step 3 – Setting up the RCA
Once you decide to set up an RCA, you must complete our authorization form and return fax or courier to your GBL representative. Please allow 5-10 business days to receive your RCA package.
Step 4 – Document Signing
Your GBL representative is available to assist in the signing process and answer any last minute questions. Upon final execution of the RCA agreements, GBL will register the plan with Canada Revenue Agency (CRA).
Step 5 – Fund the Plan
Your RCA is self directed therefore, working with your planner you can identify your objectives and see that your assets are invested according your preferences and CRA funding regulations.
