Registered Funds

Registered Funds

bigstock-Protecting-A-Good-Investment-A-4835107When developing an investment plan some of our clients worry that moving their existing registered funds into an exempt market product will be extra work for them, or trigger unwanted tax implications.  As long as proper processes are followed, it can be simple and painless.  Our office will assist with this process.  Funds are transferred from an existing registered account to a new self-directed account that has the ability to participate in Exempt Market products.  New registered fund contributions or non-registered (cash) funds can also be used to invest in these types of investments.

The most common eligible registered funds include the following but may also be utilized by other registered money depending on the product offering:

  • RRSP
  • TFSA
  • LIRA
  • RESP
  • RIF
  • LIF
  • LIRA

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