Helping Investors find their way

Non-Registered Investment (Open) Account

A non-registered or ‘Open’ Investment Account can be set up for an individual or for joint owners and used for any investment savings purpose. If the Open account is designated as ‘Joint With Rights of Survivorship’, it will pass to the surviving account holder upon the death of the other with minimal estate settlement requirements. Open accounts can also be set up as informal trusts for one or more minor children. Since there are no tax sheltered advantages with an Open Investment Account, the proper selection of investments is critical to limit the amount and type of taxable investment income. We can show you tax friendly options available for mutual funds held in Open Investment Accounts and help you determine if this account type suits your needs. 


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