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Making the Most of Canadian Registered Accounts: A Quick Reference Guide

Download this article as a PDF.

Canadians have access to a plethora of tax-preferred vehicles for saving and investing, each of which provides unique planning opportunities and trade-offs, as well as their own rules and conditions that must be followed. With so many options, determining the best use for each type of account as part of a comprehensive wealth plan can be challenging.

The attached table in the PDF link above summarizes the key features of the most common registered plans and links to articles with more detailed information.

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