For more information, on types of investments read the CSA brochure Investment Products at a Glance (PDF).
Types of Investment Accounts or Savings Plans
Before opening an investment account or savings plan:
- Check to see what types of investments you can purchase through the account and your advisor.
- Ask questions about the different types of charges and fees related to the investments and the account.
- Shop around to compare fees and other charges at other firms.
For more information on savings plans including more details on their tax treatment and contribution limits you can refer to the Canada Revenue Agency website or speak to an investment advisor.