About RP Success

Mission

RP Success assists credit unions succeed in growing their registered plan portfolios by educating their staff so that they may provide quality and knowledgeable Retirement Savings Plan, Retirement Income Fund, Education Savings Plan, Tax-Free Savings Account and Disability Savings Plan information to the credit union’s membership.

Owner – Lori Bourgeois

With over 30 years experience within the co-operative system, Lori has worked with registered plans since 1977 when RRSPs and RHOSPs (Home Ownership Savings Plans) were the only two registered products being offered.  Employed by the Winnipeg Office of Concentra Financial (formerly known as Co-operative Trust) in 1980 until 2007 with a  three years sabbatical in Thunder Bay in the early `80s as a credit union office manager while her husband was in college, she has been providing registered plans support and training to credit unions for most of her career.  In late 2007 Lori seized an opportunity to start her own business and continue doing something she loves, developing, creating and providing training on RRSPs, RRIFs and RESPs to Manitoba and North-western Ontario credit unions. Thus RP Success was born.

Although her initial focus has been on training, Lori  looks forward to opportunities to assist credit unions in consultative services related to their registered plans portfolios such as auditing files for liability issues, developing recommendations to policies and procedures and providing project management services for credit unions undergoing conversion or mergers.

2012 will mark the 5 year anniversary of RP Success.  From 2008 to the end of 2011 I have provided 166 training sessions through scheduled sessions, on-site at credit unions and via webinar with over 2,300 credit union staff members attending.  I look forward to 2012 and beyond!