Our products & services
When you get what you need, we get what we want. Because we want you to be financially fit, capable, confident and prepared to live your life on your terms.
When you get what you need, we get what we want.
Running the business of you means you need a way to access your money and easily move it around. At Rapport, we want to make sure you are only paying for the services and transactions you really need. So we have account options based on the number of transactions you actually make each month. We don’t want you paying for an unlimited number of transactions if that’s not what you really need. Not sure what you need? We are here to help you figure it out.
We all know that saving is a good thing. From traditional savings, tax-free accounts, guaranteed interest products, to term deposits linked to the stock market, we have it all. And at Rapport we believe there needs to be a method and a plan behind your savings – that’s where we come in. We look at your whole financial life, your plans, and your goals to figure out the best way to save to meet your needs and maximize your money. Our members’ end savings goals may be similar yet the path to get there is as unique as you are.
At Rapport, we know retirement looks different for everyone. We have all the products that you want to match your goals. And since your life between now and when you retire will change, we will work with you to make sure your savings approach continues to meet your needs, now and into the future. Sometimes it means that the deadline arrives and you haven’t saved enough to maximize your tax savings. That’s why we have preferred rate RRSP lending products.
We use the same approach when it comes time for retirement spending. You have worked hard and saved, so at Rapport we will work with you to make sure that your savings and pension are in the right mix of accounts to maximize your flexibility while providing you with investment income. After all, your journey to your retirement was uniquely yours; how you spend it, will be too.
There is good debt and not so good debt. At Rapport, our goal is to help you borrow the right way. We have all the same lending products as any other financial institution – like mortgages, car loans, personal loans, and consolidation loans – because really a loan is a loan, is a loan. Where we are different though is that we want you to borrow in a healthy way that won’t undermine your plans for the future. We help you figure out the best loan and then how to pay it off faster. Pretty simple really, we will NEVER recommend a loan that makes you worse off in the long run. Even if it might make us more money.