Easy as 1,2,3
Tell us about yourself
After we learn about your investment objectives, we can recommend a portfolio that is designed to meet your needs.
Once your account has been set up and funded, your Personal Portfolio Manager will promptly invest the funds in the ETFs in your portfolio.
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Let us take care of the day-to-day attention that your portfolio requires. We stand ready to modify or adapt your portfolio as your financial needs change.
Traditional investing: Expensive and inefficient
Justwealth: Low-cost, personalized portfolio management
Account types available
A Registered Retirement Savings Plan (RRSP) is a personal plan registered with the Canadian federal government allowing you to save for your future on a tax-sheltered basis.
Spousal RRSPs are an effective way to split your taxable income between you and your spouse at retirement. The Income Tax Act allows you to contribute on behalf of your spouse to your RRSP contribution limit for the year.
A Registered Retirement Income Fund (RRIF) is an extension of your Registered Retirement Savings Plan (RRSP). Your RRSP is used to save for your retirement while a RRIF is used to withdraw income during your retirement.
The Tax-Free Savings Account (TFSA) is a flexible, registered, general-purpose savings vehicle that allows you to earn tax-free investment income to more easily meet lifetime savings needs.
A First Home Savings Account (FHSA) is a registered plan allowing you, as a prospective first-time home buyer, to save for your first home tax-free (up to certain limits).
A non-registered plan enables you to invest an unlimited amount of money in investments. Non-Registered plans are not tax sheltered, the income and capital gains must be declared for income tax purposes.
The Registered Education Savings Plan (RESP) is a tax-sheltered plan that can help you save for a child’s post-secondary education. You could also receive additional grants from the government to invest in a plan.
A Locked-In Retirement Account (LIRA) is an investment account designed specifically to hold locked-in pension funds for former plan members.
Life Income Funds (LIFs) are a type of locked-in income account, similar to a Registered Retirement Income Fund (RRIF), but with certain restrictions.