investor has no shortage of investment options to choose from. We believe
so strongly in our mission to make money management easy for our clients
that we went and had it registered as our Trade Mark - Money Management
We want you to profit from our research. This
section provides a base reference source of investment products in a
simple format. The information outlined below is provided to give an
overall illustration of parameters that may be in effect for this investment
P r o f i l e r:
- Guaranteed / Pooled
you may find:
to open plan
$1,000 - Fixed Term deposits
None - Interest Account
Daily Interest Tiered Savings Account
- Short term Deposits 30 - 364 days.
- Guaranteed Investment Certificates for 1 to 20 years
- 3 - 5 year Escalator GICs
- Redeemable term Deposit
- Cashable GICs
- Mutual funds
Guarantee Period on Transfers:
Set at time at managers discretion. Normally 30 days.
No - fixed rate GICs
- Yes - 1 year cashable
- Redeemable deposit at predetermined rate at time of issue
Interest Pay-out Options:
quarterly, semi-annually, annually and compound annually.
Any amount over required minimum from daily interest saving account,
term deposit, cashable or mutual funds.
semi-annually, annually or annual compounding.
(except if closed within 1 year $25 fee)
in Pay-out Amount:
any time, as long as funds are liquid.
/ Transfer Full or Partial:
any time from Savings Account or cashable GICs, Fixed Term GICs must
be matured. No fees apply. Transfer out fee $30
Annually, otherwise monthly if transaction occur.
illustrations produced as part of Policy or Contract:
Yes, by request only.
Value Adjustment on Demise of RRIF Owner: - Estate/Beneficiary None
None, Fund value.
higher GIC rates dependent upon portfolio value and relationship