Access Service
The premier solution for comprehensive wealth management
Personal
Financial Advisor
Customised
Portfolios
Dedicated
Client Support
Personal
Account Portal
ShariaPortfolio Access provides customized solutions from a personal financial advisor.
The ShariaPortfolio Access service is for clients seeking comprehensive wealth management services who have CAD $100,000 or more to invest. Taking a disciplined approach to Sharia-compliant investing, your personal financial advisor creates customised solutions tailored to your individual needs and goals.
Account Types Include
- Registered Retirement Savings Plan (RRSP)
- Cash Account
- Tax Free Savings Account (TFSA)
- Registered Income Fund (RIF)
- Locked In Retirement Account (LIRA)
- Registered Education Savings Plan (RESP)
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