Our core service is designed to provide Self-Directed retirement custody and administration to Independent Financial Advisors, their clientele and individuals.
Our desire is to be your Trust Company of choice.
CWT's complete product offering includes;
- A full service Nominee Platform for Self-Directed RSP/RIF accounts priced according to investments held,
- Non-registered Investment Accounts,
- Assistance with Exit Fees via our Advisor in Transition Program,
- Individual Pension Plan Trustee & Custodial Services,
- Administration of Arm's length mortgages,
To further assist Independent Financial Advisors, through our partner arrangement with AGF Trust we offer on-line RSP and Investment Lending services. We also offer on-line discount brokerage services through our partner arrangement with Qtrade Investor.
For further information contact us.