Account Types & Products
As independent advisors, with a diverse product shelf, we are not limited to the proprietary products of any one bank, mutual fund or insurance company. For non-registered investments, we will consider all tax advantaged products such as Corporate Class and T-Series funds. Available products include mutual and pooled funds, high interest savings account funds, segregated funds, hedge funds and GICs.
Accounts can be opened directly in client name or as a Worldsource Financial self-directed/nominee plan. What we need to open a new account can be found here from the Mutual Fund Dealer’s Association (MFDA).
Available Account Types:
• Non-registered (Open)
• Group RRSP or Pension Plan
• RESP (Individual or Family)
• Registered Disability Savings Plan (RDSP)
• RRSP Loans
• Individual Pension Plans (IPP)
• Pooled Registered Pension Plans (PRPP)
Annuities and other Life Insurance products are available through term/mart Insurance Agency Ltd.