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Investment Account Types: Overview

Most Canadians accumulate their savings and investments in more than just one type of account. 

 

You may have savings in one or more of the following account types:

All of your accounts will play a role in your financial activities, but not all of these account types have the same features, characteristics, benefits, restrictions or purpose. How do you know if you are taking advantage of each account type’s benefits? Are you sure the investments held in each account are the best options given the account's specific restrictions? In the Account Type section we help you wade through the sometimes murky water of each account’s characteristics, benefits and restrictions.

 

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