Dealer Services

Registered Plan Trustee Services

We provide registered plan trustee services in compliance with the Income Tax Act (Canada). Our on-line administration guide provides detailed resources to assist our clients to navigate the complex challenges of registered plan administration. If additional support is required, our team of relationship managers are available to assist by answering questions and supporting more complex issues, providing a robust alternative to traditional rigid trust models.

The administration guide explains the administration standards that apply to registered plans and outlines TSX Trust’s policies relating to the following products:

• Registered Retirement Savings Plan (RRSP)
• Registered Retirement Income Fund (RRIF)
• Tax Free Savings Account (TFSA)
• Registered Education Savings Plan (RESP)
• First Home Savings Account (FHSA)

This guide summarizes the Income Tax Act (Canada) ("ITA") requirements which apply to registered plans, and includes additional conditions outlined by the Canada Revenue Agency ("CRA") as well as provincial pension regulators.

The primary objective of this website is to provide our registered plan clients with a platform where we can collaborate and share information relating to the administration of registered plans.

Custody Services

Our experienced team of professionals provide individualized cash custody services to CIRO regulated broker dealers. Based on our significant cash positions and relationships across all of the Tier 1 Canadian banks, we are often able to pay higher interest rates than what individual clients can secure independently.