Save up to $150 on FlexiFonds transfer fees
Transfer your RRSP, TFSA, or RRIF from another financial institution to a FlexiFonds product by May 31, 2023, to take advantage of this promotion. We'll even take care of the paperwork for you!
Why invest in an Investment Account with FlexiFonds?
By investing in an Investment Account with FlexiFonds, you can save for a project or retirement even if you've reached your annual RRSP or TFSA contribution limit. As a non-registered savings plan, an Investment Account with FlexiFonds is not subject to the annual contribution limits imposed on registered plans.
Use this savings vehicle for the following:
70% of FlexiFonds mutual fund assets are related to the local economy
Investing with FlexiFonds is a great way to keep your savings local.
You prioritize income stability over long-term appreciation of your savings?
Looking for balance between income and savings growth?
Looking for long-term savings growth and, to a lesser extent, income?
|Main savings objective||30% tax credits specific to the Fonds||Redemption criteria||Tax-deductible contribution||Tax treatment for withdrawals||Annual contribution limit|
|Investment Account with FlexiFonds||Increase your savings beyond the RRSP and TFSA limits||No||No restrictions||No||Capital gain or loss||No|
|TFSA with FlexiFonds||Complete a project||No||No restrictions||No||No impact||Yes|
|RRSP with FlexiFonds||Plan your retirement||No||No restrictions||Yes||Added to your income||Yes|
Projected value of my investment account*
* The rate of return is used only to illustrate the effects of the compound growth rate and is not intended to reflect future unit values or returns on investment in a FlexiFonds fund.
FlexiFonds mutual fund advisors will help you open your Investment Account
Enrolment in an Investment Account with FlexiFonds is done by telephone with our mutual fund advisors. They can assist you in defining your investor profile and suggest the most suitable product. Take advantage of their expertise and zero-pressure guidance to optimize your savings strategy.
Monday to Thursday, from 9 a.m. to 8 p.m., and Fridays from 9 a.m. to 5 p.m.
Most frequently asked questions
Ready to open an Investment Account with FlexiFonds?
Call us Monday to Thursday, from 9 a.m. to 8 p.m., and Fridays from 9 a.m. to 5 p.m.1-833-383-2121