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Wealth Management

Whatever you’re saving for, we have an account type to get you there. Putting your money in a bank account is a good start. Portfolio IQ helps you turn good into great and kick start your road to success. We offer seven account types to match your different goals, including five types of registered accounts, a TFSA, and a cash account.

  • Cash account

    When you want professional money managers guiding your investments, but you don’t want (or need) a registered account or TFSA, a cash investment account is the perfect match. There are no ceilings for the amount you deposit, no deadlines to meet, and no hoops to jump through if you want to withdraw cash.

  • Tax free savings account (TFSA)

    Forget about paying taxes on your interest, dividends or capital gains. Every dollar earned in your TFSA is yours, no strings attached.

  • Registered retirement savings plan (RRSP)

    The classic registered retirement savings plan, except ours actually has muscle (and we’ve trimmed the fat). Get your RRSP in fighting shape.

  • Registered education savings plan (RESP)

    The smartest thing you can do for your children’s education is a Questrade RESP account. Their investments grow with them. And you can breathe easier.

  • Locked-in retirement account (LIRA)

    When you terminate your membership in an employee-sponsored pension plan, transfer your funds to a LIRA. Keep your money, investments and future in your hands.

  • Registered retirement income fund (RIF)

    Is your RRSP reaching maturity but you don’t want to stop growing your money? No sweat. With a RIF, you can continue building your portfolio and set up payments from your RIF on a schedule that works for you. Then only pay tax on your annual withdrawals.

  • Life income fund (LIF)

    Convert your LIRA or locked-in RRSP to a LIF and keep your money working. Schedule a payment plan from your LIF to get money when you need it, and only pay tax on what you take out each year.

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