Tax-Free Savings Account (TFSA)
Make yourself a TFSA expert. Find everything you need to offer your clients a TFSA option that makes sense for them.
Info for your clients
- Client FAQ
- Client pamphlet
- One-pager
- PowerPoint
- Prospecting letters
- ePromo
- More info for clients on TFSA
Government sites
Forms you’ll need
- TFSA - Application for an Ideal Segregated Fund Policy -
Signature Series [PDF] - TFSA - Application for an Ideal Segregated Fund Policy [PDF]
- TFSA - Application for Mutual Funds [PDF]
- TFSA - Application for an Ideal Term Fund policy [PDF]
