• Eligibility
• RSP
• Investment Account
• TFSA
• RESP
• RIF



The Investment Account

The Investment Account allows you to invest in a non-registered environment. It offers the CDSPI family of funds, which include 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

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

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