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Types of Accounts

 

 

 

Choosing the right account starts with deciding what you’re investing for…and no matter what your goals are, we’ll find you the best fit.

Saving for retirement?

Enjoy the tax benefits with any of the below Registered Accounts.

  • Registered Retirement Savings Plan (RRSP)
  • Spousal RRSP
  • Locked-in Retirement Account (LIRA)
  • Life Income Fund (LIF)
Saving for something else besides retirement?

Structure an account specific to your goals and prosper.

  • Tax-Free Savings Account (TFSA)
  • Individual Non-Registered Account
  • Joint Account
Setting aside money for a child’s education?

Put money away for a child’s education and benefit from government grants and tax-free growth.

  • Registered Education Savings Plan (RESP)
Other types of accounts

We can set up accounts for every specific situation and investment objective.

  • Trust Account
  • Corporate Account
  • Estate Account
  • Pension Account
  • Endowment or Foundation Account

Learn More About Our Management Fees

If you’re looking for holistic advice which covers your entire financial situation, we would be keen to discuss how we could work with you and your family. An Optimize Advisor is always ready to take that step with you and design a financial solution specific to your particular goals and objectives.

Need Advice? Speak to an Optimize Advisor today and receive a Complimentary Plan to achieve your specific goals!

Call 1-866-209-6862 or fill out the form below.

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