There is just over a month left to make an RRSP contribution that would allow you to claim a deduction on your 2021 tax return.
We would like to remind you that if you have an Investia Nominee account (most of you now do), you can transfer money to us via the bill payment function in your online banking. This is the same function you use to pay your monthly cell phone, internet, and other utility bills.
To make your first electronic transfer:
- Log in to your banking institution’s website.
- Add “Investia Financial Services Inc. (formerly FundEX)” as a payee, in the same way you would to set up payment for any bill.
- Enter the Investia nominee plan number as the account number, which you can find on your Investia quarterly statement. Your account number starts with the letter N and is followed by 9 digits. If you need help obtaining your nominee account number, please contact us.