What makes it so effective

  • Defined-Benefit-Like Plan
  • Offer lifelong support to plan members with a defined-contribution plan that functions much like a defined-benefit plan, helping them throughout their lives.
  • Flexible
  • The Longevity Pension Fund offers financial flexibility—it is not a binding contract like other products. Plan members can access the lesser of their unpaid capital or net asset value whenever they want.*
  • Income for Life
  • After plan members retire, they won’t lose the sense of security that comes with a regular paycheque.**
  • Customizable
  • Speak to us today about tailoring the solution to meet the specific needs of plan members.
  • Portable
  • The Longevity Pension Fund is on Fundserv, and like all mutual funds, can be transferred to any brokerage firm by the member post retirement.
  • What to learn more? Download our fund brochure and prospectus.

  • Need retirement resources for your employees?

  • Try our retirement calculator and check out our resources to equip your plan members with the info they need to live life to the fullest.

  • Let's talk

  • Give us a call at 1-888-273-8471 or email us at contact@retirewithlongevity.com to get all the details sorted. Alternatively, please reach out to Pat Leo, our VP of Retirement Solutions, at patl@retirewithlongevity.com or 647-482-3286.

  • *Funds are redeemable at the lesser of the investor’s net asset value or unpaid capital (initial value of your investment less any income payments made). Fees may apply. Please review the prospectus or speak to your advisor for more details.

    **Although distributions are designed to increase over time, they may go up or down and are not guaranteed. The distribution level will be monitored closely, and may be adjusted depending on market conditions and unitholder redemptions (both voluntary and due to death).