Account Types & Products

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)
• Trusts
• 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.

When it comes to figuring all these taxing, bookkeeping and accounting intricacies, any SMB company needs a professional help – our help!