Canadian Western Trust

Investment Account

Convenient consolidation is within your control

Consolidate non-registered investments at CWT and enjoy all the same features of a self-directed registered CWT account, along with the convenience of having one point of contact and one login to view all accounts online.

In a CWT Investment Account, clients can hold:

  • All Canadian FundSERV and manual mutual funds
  • Canadian Western Bank and Canadian Western Trust GICs
  • Arm’s length mortgages
  • Cash
  • Available to Canadian residents and corporations
  • Consolidated reporting
  • Comprehensive account inquiry through our online service CWeb
  • Federal tax reporting issued directly from the fund company

Opening an Investment Account:



 

Transferring assets to an Investment Account:

Questions?

Learn more about how to consolidate non-registered assets in one convienent account.