Trillium Wealth Management and COMMUNITY TRUST (CT)
A new level of simplicity and peace of mind in planning for short and long term SAVINGS needs outside of retirement. A CT self-directed TFSA is a flexible and convenient way to consolidate a full range of investments into one account and the OPPORTUNITY to invest in a wide range of investments.
Flexible Investment Options as indicated by Canada Revenue Agency –RRSP eligible investments Investment products held in a CT account, including cash are eligible for deposit insurance from CDIC, Canada Deposit Insurance Corporation. Products such as mutual or segregated funds issued by insurance companies and stocks and bonds are not eligible for coverage by CIDC.
The investment income you earn in your self-directed TFSA is not taxable, even when you make withdrawals. The income earned in your TFSA and the withdrawals made do not affect your eligibility for Government benefits and credits. (e.g. Guaranteed Income Supplement, Old Age Security Pension).
You Have Access to a Variety of Investment Options:
Guaranteed Investment Certificates (GICs) mutual funds and segregated funds Real Estate Investment Offerings. Tax-free compound growth means that your money grows more quickly inside your self-directed TFSA then in any taxable account.