TFSA

Advantages of a Group TFSA

  • Lower investment management fee
  • Higher guaranteed interest account rates
  • No front end or back end loads

TFSA Rates of Return

bullet View detailed Rates of Return Pdf
  Rates as of Dec. 31, 2011
Interest Rates based on Redeemable GIC's
bullet Investment Management Fees (IMF's) Investment Management Fees (IMF's).

TFSA Calculator

Annual Contribution:
Rate Of Return:
Number of Years Invested:
 

Results

  TFSA Taxable Savings
Total Contributions: $ $
Growth: $ *$
Total Assets: $ $

*Assumes tax rate of 31% on investment split of 30% equities, 30% dividends and 40% interest

Forms

Enrolment FormEnrollment Form

  • Complete and return to enrol

Pre-Authorized Withdrawal FormPre-Authorized Withdrawal Form

  • Allows us to withdraw your contributions directly from your account

Change FormChange Form

  • Change your name, address or beneficiary

Interfund Transfer FormInterfund Transfer Form

  • Transfer your existing TFSA assets between funds

Investment Direction FormInvestment Direction Form

  • Direct where future investments will be allocated

Lump Sum FormLump Sum Form

  • Make a lump sum payment to your TFSA account

Transfer Authorization for Registered Investments FormTransfer Authorization for Registered Investments Form

  • Allows us to withdraw your contributions directly from your account