Since the beginning of the year, we’ve stayed in touch with your plan members, guiding them towards financial wellness, and offering them our ongoing support along the way.
The year started off with a bang. We sent an email to all eligible plan members encouraging them to enter the
Get closer to your dreams contest.
In mid-January, plan members received an email notifying them that they can
download their tax receipts via their account at dfs.ca/GroupPlanMember or using the Omni app.
In late January, your plan members were invited to
attend a webinar on responsible investing and to view a list of our other webinars.
By the end of March, all plan members who contributed to their plan in 2021 and before March 1, 2022, will be notified by email that they can access their tax receipts from their online account via dfs.ca/GroupPlanMember or the Omni app.
Our spring initiatives
In April, we will be conducting a direct mail campaign to promote our Omni app. A connected plan member is a plan member committed to financial empowerment.
In May, your plan members will be invited to participate in a new intermediary-level webinar on debt management. The first sessions will be held on June 7 and 8, 2022.
What about the rest of the year?
More exciting initiatives are in the works! Stay tuned to
The Essential and you won’t miss a thing!