Canadian Western Trust

Services for investment counsel & portfolio managers

A unique private client experience

ICPM

Our services allow investment counsel & portfolio managers (ICPM) to foster closer relationships with high net worth clients, in a safe and competitive free haven. We offer flexible registered & non-registered investment account services, built around your unique offering and individual brand.

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

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

  • 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
  • Question?

    Learn more about our services for ICPMs.