Canadian Western Trust

Services for individuals

Products and services for unique needs

Services for individuals

At CWT we provide individuals with:

  • A complete offering of registered and investment accounts for a wide range of investments.
  • Partner services for investing in equities, bonds and GICs, all in the same self-directed account.
  • 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   

 
*Certain investments and/or accounts may require a licenced financial representative to be assigned to your account.

  • Mutual funds
  • Guaranteed investment certificates (GICs)
  • Publicly traded securities through our partnership with Qtrade Investor (including stocks and bonds)
  • Exempt market products
  • Arm’s length and non-arm’s length mortgages 
Click here to access CWT forms.

Questions?

Our self-directed accounts offer the flexibility to hold different investments in one consolidated account.