Investing with us is Easy:

1st Decide Investment Source

Decide on the source of your investment

  • RRSP
  • Other deferred plan (TFSA, RESP, RRIF, LIRA)
  • Cash
  • Home equity
  • Another source


  • you can invest jointly with your spouse
  • you can combine funds from more than one source

2nd Meet with Investment Consultant

Meet with one of our investment agents to understand the details.

3rd Subscribe

Complete the Subscription Paperwork
Prepare and make payment (we’ll guide you through this part)

If using RRSP funds or other deferred plan:

  • Open a Self-Directed RRSP Account
  • Transfer holdings into the account (‘in kind’, or in cash)
  • Purchase units into your RRSP Account

If using Cash:

  • Write a cheque for the investment amount

4th Relax

Relax as your investment works for you.