The following form may help you decide what financial institution is the best one for your RDSP. Check the boxes to compare financial institutions.
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Bank |
Credit Union |
Brokerage |
| Your current financial institution |
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| Easy to get to |
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| Service in-person |
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| Service by telephone |
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| Fees |
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| Administrative fees |
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| Management fees |
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| Set-up fees |
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| Transfer fees |
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| Contributions go directly into my RDSP |
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| You can talk to a financial planner about your investment options |
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| Allows formula payments |
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| Allows lump sum payments |
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| How often will payments come out of my account once I reach that point? |
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Source: PLAN