OPEN or TFSA’s
There is no tax withholding.
For Registered Funds
Tax Witholding
For requests of up to $5,000 Gross there is 10% withholding leaving up to $4,500 NET in your pocket.
For requests higher than $5,000 and up to $15,000 then the withholding is 20% of the whole gross amount.
For requests of higher than $15,000 the tax withholding is 30% on the whole amount.
| Gross | % | Net |
|---|---|---|
| $5,000 | 10% | $4,500 |
| $5,001 | 20% | $4,000.80 |
| $10,000 | 20% | $8,000 |
| $15,000 | 20% | $12,000 |
| $15,001 | 30% | $10,500.70 |
| $20,000 | 30% | $14,000 |
Note: there is no withholding tax on the minimum income. Your request’s gross will be adjusted for this to meet the net amount requested.
Client Area::
Order Cheques
Please fill in the following details to complete your request:
Notice:
We will review your file for notes about where to take money to follow any plans you have discussed before. If your request is complicated in nature please call the office.
Although not all delivery options are available in all plans you may have with us, we will endeavour to find the best way to meet your needs.
We will email to confirm or clarify anything we may have a question about. We will also email you to confirm the transaction is ordered including how and when to expect it.
This page is provided as a guide only. Due to circumstances beyond our control the results may vary. Your email confirmation should serve as an estimate of time and to inform us outside of that time if nothing has arrived or the amount is incorrect.



