NON REGISTERED ACCOUNT MISSISSAUGA

Are you looking to save for your short-term or long-term goals? AWealth offers Non Registered Account or OPEN plan in which is a type of investment that will allow you to achieve your short-term or long-term goals. Only the capital gains realized in a Non Registered Account will be taxed at 50% of the account holder’s top marginal tax rate.

 

Borrowing to invest doesn’t always lead to tax deductions.

 

For interest to actually be deductible, clients must take out loans that lead to the earning of income from a business or property. And there are other conditions: interest must be paid, or have accrued, in the year the client deducts it; there must be a legal obligation to pay back the loan; and the interest rate must be reasonable, based on market rates for debts with similar terms and credit risks.

 

*Mutual fund provided by Carte Wealth Management Inc. **Life Insurance products & services provided by Carte Financial Services Inc. and Kabis & Associates Inc.

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BENEFITS OF NON REGISTERED ACCOUNT

Non Registered Account will have no contribution limits.

Non Registered Account will allow individuals to build additional savings beyond the maximum amount you can invest in registered plans and can be used to save for short-term or long-term goals.

Non Registered Account are used by investors in conjunction with RRSP. This allows investors to invest tax savings generated by the RRSP into the Non Registered Account.

Capital gains realized in a Non Registered Account are taxed at 50% of the account holder’s top marginal tax rate.

You can hold a range of investments in Non Registered Accounts.

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Contact Us

Phone: (416) 666-7264

Email: info@awealth.ca

Web: www.awealth.ca

Address: 425-6755 Mississauga Road Mississauga, ON L5N 7Y2

Business Hours: Monday-Friday: 9:00 - 20:00 Saturday-Sunday: 9:00 - 17:00

*Mutual fund provided by Carte Wealth Management Inc. **Life Insurance products & services provided by Carte Financial Services Inc. and Kabis & Associates Inc. ***Mortgages products & services provided through Dominion Lending Centre Valko Financial Ltd.

Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and/or fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund. A nominee account is one in which an investment is held in trust for an individual by a corporation or entity other than the individual. A segregated fund policy held within a self-directed plan is one example of investing in a nominee account. A segregated fund held in a nominee account may not offer creditor protection. Please read your Information Folder carefully and seek professional advice before investing. Commissions, trailing commissions, management fees and expenses may be associated with your insurance contract.

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