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Investment Products

The right advice on your investment can make a big difference. Our expert Advisors focus on your goals to offer investment plans that are uniquely yours. Investing with Copperfin means not only are your deposits insured, your money stays in the community to help Northwestern Ontario prosper.

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First Home Savings Account (FHSA)

 

 

Key Features
  • Carryover forward unused contribution room
  • Grow your money faster
  • Withdrawal tax-free for home
 

Term Deposits

 

 

Key Features
  • Guaranteed principal
  • Fixed rate of return
  • Registered and unregistered plans
 

Mutual Funds

 

 

Key Features
  • Professional managed investments 
  • Diversification
  • Socially responsible funds
 

Registered Retirement Savings Plan (RRSP)

 

 

Key Features
  • Savings grow tax free
  • Reduce taxes by income splitting
  • Borrow from yourself
 

Registered Education Savings Plan (RESP)

 

 

Key Features
  • Earn money through Canada Savings Grant
  • Savings grow tax free
  • Flexible investment options
 

Tax Free Savings Accounts (TFSA)

 

 

Key Features
  • Savings grow tax free
  • No income requirements 
  • Keep your contribution room
 

Registered Retirement Income Fund (RRIF)

 

 

Key Features
  • Savings grow tax free
  • Transfer beneficiaries’ tax free
  • Controlled income withdrawals
 

Registered Disability Savings Plan (RDSP)

 

 

Key Features
  • Use the funds for any purpose
  • Earn money through government contributions 
  • No annual limit
 

Online Trading (QTrade)

 
 
Key Features
  • Easy to start and manage your portfolio
  • Advice that supports investment decisions
  • Customize to your investment style and goals

 

Mutual Funds are offered through Credential Asset Management Inc. 

Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write your own future are trade names and/or trademarks of Aviso Wealth Inc.