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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