Local: 647-447-8809
Toll Free: 1-877-219-3330

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Tax Free Savings Account – Self-Direct Tax-Free Savings Account (TFSA)

Tax-Free Savings Account (TFSA)

  • The convenience of one consolidated account.
  • A TFSA is a flexible, registered savings vehicle that allows Canadian residents to earn tax-free investment income, generally for short or mid-term savings needs in planning for retirement. As the TFSA contribution room grows every year, so does the opportunity to save and invest in a wide range of investments.
  • A self-direct TFSA is a flexible and convenient way to consolidate a full range of INVESTMMENTS into ONE ACCOUNT. While contributions are not tax deductible, any investments within the TFSA will grow TAX-FREE. All withdrawals from a TFSA are TAX FREE and can be used to supplement your retirement income.
  • Your TFSA can hold RRSP-eligible investments as indicated by the Canada Revenue Agency (CRA). All other plan assets can be consolidated under ONE ACCOUNT thus making record keeping easy.
  • Preferred interest rates are available and offered monthly for GIC purchases.
  • RRIF payments, in cash and in-kind can be made to your TFSA for further TAX-SHELTERING.

Deposit Register:

Additional information on restrictions and maximum coverage limitations is outline in the CDIC brochure that can be forwarded to you upon request or call 1-800-461-2342.

Questions?
Download our simple fill in form or call direct 1-877-219-3330 and learn more about our self-directed TFSA.
Call 1-877-219-3330

 

COMMUNITY TRUST HIGHLIGHTS AT A GLANCE

At CT, Trust is a philosophy we live by;

Since 1987 they have been providing trustee, custodial and administrative solutions for financial advisors, corporations and individuals;

CT is a growing company, and continue to gain business due to their service and expertise in the industry;

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About Trillium

Trillium Wealth Management, Trillium Health Services and Trillium Life Insurance are three distinct professional services organization under one common umbrella. Each organization specializes in providing unique programs for entrepreneurs, self employed professionals and small business owners. As Canada’s #1 Individual consulting firm serving thousands of customers across Canada, one unique approach in Trillium Wealth Management will be to provide individuals with a convenient self-direct TFSA administered by Community Trust, which is a member of the Canada Deposit Insurance Corporation (CDIC) protecting client’s deposits and approved by CRA “Canada Revenue Agency” guidelines.

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Privacy Policy

Trillium Wealth Management is committed to respecting the privacy and confidentiality of information it receives, in accordance with Trillium Wealth Management Privacy Guidelines, and applicable law. Trillium Wealth Management has established and will continue to maintain reasonable safeguards to protect the security and confidentiality of personal information.

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Contact Info

Trillium Wealth Management
2 St. Clair Avenue West, Suite 1800
Toronto, ON
M4V 1L5

Phone: 647-447-8809
Toll Free and Fax: 1-877-219-3330

information@trilliumwealthmanagement.com