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Non-Registered Accounts/Self-Directed Accounts

 

NON-REGISTERED ACCOUNTS

Non-registered accounts are a type of investment account used by Canadian citizens. Non-registered accounts are flexible, offer tax advantages and have no contribution limits. Non-registered accounts can be used in conjunction with other types of investment accounts including registered retirement savings plan (RRSP) accounts.

Income from non-registered investments is typically taxable in the year it is earned, and the tax treatment depends on whether the investments produce capital gains, dividends or interest income.

A non-registered savings plan is for you if you have reached your RRSP and TFSA contribution limits and would like to continue to save for a project or for your retirement. You will enjoy a higher rate of return than with your bank account and have the opportunity to put money into investment funds. MoneyValue can explain all of the investment opportunities at your disposal.

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Building Your Wealth.
Our goal is to help you create wealth, manage this wealth in the most tax advantaged manner, and ultimately transfer this wealth according to your wishes. Provide you with a Financial Plan that best meets your goals.

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