Union Securities Ltd.


In a business environment where a few minutes can make the difference between profit and loss, Union Securities features a sophisticated order management system to enable traders to execute orders with the highest technological efficiency.

Investment Services

Tax-Free Savings Accounts (New!)

Union Securities offers Tax-Free Savings Accounts (TFSAs) for most TFSA-eligible investment products, including stocks, bonds, GICs, mutual funds and more. Please click here for more information on opening a TFSA at Union Securities. You can avoid the rush by opening your account today! (Although your account will be open, Canada Revenue Agency regulations state that no contributions can be made until January 1, 2009.).
Equity Trading

Union Securities provides full access to equity trading services on all Canadian and United States exchanges, as well as international bourses through our international network of contacts. Through our Investment Advisors, you have access to a range of equities, including common and preferred shares, income trusts, derivatives, stock options, index funds and new issues.
Fixed Income Trading

Union Securities offers a full range of corporate and government fixed-income investment products such as T-bills, Treasury notes, provincial, municipal and corporate bonds and GICs to diversify your portfolio.
Commodity Futures and Options on Futures

Union Securities is one of the largest futures and options brokers in Canada and the only major Canadian-based dealer of futures and options that is independently owned. Our corporate, institutional and retail client base has come to expect quality review and analysis of the markets and excellent customer service to help them meet their trading needs. Please click here to visit our Commodities web site.
Options Trading

Options trading provides the sophisticated investor an often overlooked and potentially lucrative alternative. Union Securities offers clients the opportunity to trade in stock, index and currency options on the major U.S. and Canadian option exchanges.
Mutual Funds

Mutual funds are a popular investment choice which offers access to diversification and professional management. Union Securities offers objective and independent advice and can buy and sell eligible mutual funds that suit the investment style of our clients.
RRSP/RRIF/RESP

Union Securities offers a wide range of investment solutions for our clients' registered investments to meet their retirement and educational objectives. From self-directed RSPs to spousal RSPs, or foreign currency RSPs to pre-authorized contributions, we explore all investment options to suit your needs. Computershare Trust Company is the trustee for all RRSP, RRIF, and RESP accounts managed by Union Securities.
Wealth Management (Tandem Investment Program)

The Tandem Investment Program is a unique wealth management service offered by Union Securities and CastleMoore Inc. (our portfolio management company) that blends the dual approach of buy & hold and buy & sell, creating a comprehensive portfolio methodology to achieve maximum performance. Our two types of investment accounts available from Tandem are:

Tandem Traditional: With Tandem Traditional, diversity is the key to managing risks and rewards. Managed in much the same way as mutual funds, Tandem Traditional strives to maximize performance at a competitive rate.

Tandem Active: Our philosophy with Tandem Active is "Buy, Hold and Know When to Sell" and this is reflected in our conservative portfolio management, striving to hold stable assets while selling risky ones.
Precious Metals

Precious Metals can form an integral part of an investment portfolio in the short term or provide the basis for a long term investment strategy. Union Securities has facilities to purchase gold, platinum and silver certificates or actual bullion, to form part of a diversified investment portfolio.
Become A Client

Union Securities' clients have access to a wide range of investment solutions to suit their personal investment style. Our investment advisors collaborate with each client to determine the most appropriate risk level and objectives for their portfolio. To become a client, contact the office nearest you.

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