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TFSA from Union Securities
- Tailored to fit you perfectly.
Contact your Union Securities Investment Advisor about tailoring a TFSA suited to you.
An Investment Account for All Canadians
If you're going to invest, you might as well do it tax-free; TFSAs (Tax-Free Savings Accounts) offer the flexibility of withdrawals anytime you want and you can replace the withdrawn amount in the following calendar year without penalty. Your contribution limit automatically grows by $5,000 per year starting in 2009 or the year you turn 18, even if you have not opened a TFSA previously. For most people, this means up to $15,000 cumulative total contribution room in 2011. Investment income will never be taxed, even upon withdrawal.
Frequently Asked Questions
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Open your account today!
Existing Clients
Contact your Investment Advisor today!
New Clients
To contact the branch nearest you about opening a TFSA, click here for a complete list of our locations
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A TFSA can be used to invest money in a tax-sheltered account for a variety of long or short term goals. Potential returns from a TFSA at an investment firm are greater than those of a TFSA at a bank: you have the opportunity to invest rather than just save, and earn tax-free capital gains, dividends, and interest income by tailoring your Union Securities TFSA from a wide variety of investment choices.
Transfer existing investments from another institution into your Union Securities TFSA or set up pre-authorized contributions to invest at your own pace.
Talk to your Union Securities Investment Advisor to find out how easy it is to have a TFSA tailored to fit you, or visit our Frequently Asked Questions page.
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