Information about the terms & conditions governing your account

A guide on how to read your account statement

This schedule outlines our general trustee and service fee charges for RGF Wealth Management Ltd. accounts and is not necessarily indicative of the fees that you pay.

Part of the terms and conditions that apply to your registered accounts, including tax law context and an outline of roles and rights of Trustee, Agent and Owner/Annuitant.

CIRO sets high regulatory standards for the investment industry to protect investors and strengthen market integrity.

Advantages and protections offered by investing through an CIRO-regulated advisor and firm.

Canadian Investment Regulatory Organization Brochure

Information on the Canadian Investor Protection Fund

OBSI is Canada’s independent Ombudsman for consumers and small businesses with unresolved complaints with their banking services or investment firm.