Canadian Western Trust

Services for financial advisors

Commitment and products you can count on

Financial advisors

We provide independent financial advisors with:

  • a core service designed to provide self-directed retirement custody and administration to you and your clients.
  • an RRSP loan program offered through one of our partner companies, as well as an online discount brokerage service, through Qtrade Investor.
  • a commitment to being your trust company of choice, continually enhancing and expanding our services to help you grow your business.
  • Registered retirement savings plan (RRSP)/registered retirement income fund (RRIF):
    • Spousal, group and pooled RRSP/RRIF
  • Locked-in accounts
    • Locked-in retirement income fund (LRIF)
    • Locked-in retirement account (LIRA)
    • Locked-in retirement savings plan (LRSP)      
    • Life income fund (LIF)       
    • Restricted locked-in savings plans (RLSP)       
    • Restricted life income fund (RLIF)       
    • Prescribed retirement income fund (PRIF)
  • Tax-free savings account
  • Investment account 

Full Service: An account in which the annuitant can hold cash, mutual funds, securities, mortgages or GICs

Introductory: A low-fee option for annuitants who hold cash and FundSERV eligible mutual funds only

Fee for Service (FFS): An account for advisors and their clients using the fee-based compensation model rather than the commission based one

Click here to access CWT forms.

Questions?

Want to learn more about the value we provide as an intermediary?