Experience
With over 30 years of successful Wealth Management, we offer a unique opportunity for those with an RDSP.
Expertise
Opening and contributing to an RDSP is just the beginning. Investing the funds will grow your RDSP long term.
Personal
We treat your RDSP investment portfolio just as it should be.
Individual to you and your needs.
Changing the standard of RDSP service, ensuring that no one is left to manage it alone.
Real support, in real time.
A future where it's easy to set up and access the RDSP.
Where the RDSP is fully managed for you, with you.
It's true, many financial institutions like banks offer an RDSP, but they won't:
Have RDSP experts readily available to you
Easily be able to assist with opening your RDSP account
Actively manage your RDSP account once it's been opened
Ensure you receive up to $90,000 that you are entitled to from the government
Plan contributions to ensure that RDSP benefits are maximized
Offer carefully considered investment options to grow RDSP savings
Provide a hands-on seamless RDSP service, from start to finish
How it works
RDSP accounts under our management are opened as Separately Managed Accounts (SMA) with National Bank - Independent Network (NBIN)
Separately Managed Accounts are accounts that are owned by you but managed by a registered Portfolio Manager
NBIN is a division of the National Bank of Canada
