NON REGISTERED ACCOUNT


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


Feel free to call or email. You can also fill out the form below to book a consultation with us.

CONTACT US


Feel free to call or email. You can also fill out the form below to book a consultation with us.

Book a Consultation

Which Awealth Plan is right for me? Schedule a consultation on your investment, insurance or mortgage needs.

Book a Consultation

Which Awealth Plan is right for me? Schedule a consultation on your investment, insurance or mortgage needs.