TLM Financial Planning Inc.
Investia Financial Services
Mutual Funds Dealer
500 – 666 Burrard Street Vancouver, B.C. V6C 3P6
Toll Free: 1-855-685-1856
Toll Free Fax: 1-855-685-1857
A Non-Registered Open Account is simply a savings plan. It is an opportunity to invest discretionary income to build your financial wealth for a short-term or long-term objective. Whether you are saving for a vacation, to buy a house, you've maximized your RRSP or simply need to know where to put your money to make it work for you, there are multiple investment options available to you.
Savings in a Non-Registered Open Account can have a variety of tax implications. It is important to understand the impact with different types of income you earn on this type of account. Savings accounts earning you interest will be taxed at the highest rate. Alternatively, capital gains on an investment would be taxed at a much lower rate.
There are multiple types of investment options available to you. Whether it is a High-Interest Savings Account, GIC's, Mutual Funds or Segregated Funds, by working with you to identify your goals, we will find the best investment solution(s) for you.