Account Types

Individual Account

• Single account holder
• Simple and flexible, make deposit and withdrawals anytime
• Margin trading available to increase buying power, if you chose to do so

Joint Account

• Multiple account holders
• Simple and flexible, make deposit and withdrawals anytime
• Margin trading available to increase buying power, if you chose to do so

RRSP  ( Registered Retirement Savings Plan )

• Saving for retirement
• Your deposit (contribution) may be tax deductible
• What you make from your investment is generally tax deferred

Spousal RRSP （ Spousal Registered Retirement Savings Plan ）

• Can create tax efficiency
• Your deposit (contribution) to your spouse’s account may be tax deductible
• What you make from your investment is generally tax deferred

TFSA （ Tax-Free Savings Account ）

• Save for short-term or long-term goals
• Withdraw anytime you want
• What you make from your investment is generally tax free

Corporate Account

For the business corporation, partnership, limited liability company or unincorporated legal structure that holds assets owned by an entity account holder.

Trust Account

An account structure where the securities are registered in the name of a trust while a trustee controls the management of the investments.