• RSP
• Investment Account
• TFSA
• RESP
• RIF
• IPP

The Investment Account

The Investment Account allows you to invest in a non-registered environment. It offers the CDSPI family of funds, which includes Canadian, U.S., foreign, bond, index, money market and specialty funds, managed by leading fund managers, plus a selection of Guaranteed Funds. There are no loads, sales or routine transaction fees.* Plus, you benefit from the extra security that comes with investing in segregated funds, for example, creditor protection under certain circumstances.
* Surcharges may be levied for short-term trading.

Download Investment Account Plan Sheet
Download Investment Account Application
Download Investment Account for Business Plan Sheet
Download Investment Account for Business Application (For use with partnerships, corporations or individual pension plans)
Download Deposit Form (for existing Investment Account participants only)

Note: To view these documents, you will need to have Adobe Acrobat Reader installed on your computer.

For general information on how to invest using the Investment Account (including tax considerations) click here to visit the website of CDSPI Advisory Services Inc.

CDSPI | Insurance | Investment | Affinity Services | New Dentists/Students | Dental Staff