The Tax-Free Savings Account (TFSA) is the single most important savings vehicle since the introduction of the RRSP. Talk to your Investment Advisor today about how you can benefit from investing in one.
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No Fee Self-Directed Tax-Free Savings Accounts at
Union Securities
An Investment Account for All Canadians
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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Union Securities offers you our Self-Directed Tax-Free Savings Accounts (TFSAs) with no annual service fees in the first year of administration. With a self-directed plan, you can choose from a variety of investment products such as stocks, bonds, GICs, mutual funds, exchange-traded funds (ETFs) and more. All Canadian residents can now contribute up to $5,000 a year and enjoy the benefits of investing without paying taxes on their investment income - ever.
What are the benefits of a TFSA?
A TFSA can be used to invest money in a tax-sheltered account for a variety of long or short term goals. Transfer existing investments into your TFSA or set up pre-authorized contributions to invest at your own pace.
With a TFSA, you can:
- Earn tax-free investment income in a flexible, general-purpose investment account
- Contribute at your own pace - unused contribution room accumulates year after year
- Withdraw your money for any reason at any time, tax-free
- Use it together with other investment accounts offered at Union Securities to maximize tax-sheltered investment income (i.e. RRSPs, RESPs, RRIFs)
To open a TFSA, contact your Investment Advisor or the office nearest you. Find out more about the TFSA by visiting our Frequently Asked Questions page.
What are the differences between a TFSA and an RRSP?
To find out more about our self-directed TFSAs and self-directed RRSPs and the unique benefits of both, download our Self-Directed TFSA and RRSP Client Guide here.
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