Dealer Resources

We provide registered plan trustee services in compliance with the Income Tax Act (Canada). This manual explains, in general terms some of the minimum administration standards that apply to registered plans and outlines TSX Trust’s policies relating to the following products:

Registered Retirement Savings Plan (RRSP)
Registered Retirement Income Fund (RRIF)
Tax Free Savings Account (TFSA)
Registered Education Savings Plan (RESP)

This guide summarizes the Income Tax Act Canada ("ITA") requirements, which apply to registered plans, and includes (as applicable) additional conditions outlined by the Canada Revenue Agency ("CRA").

The primary objective of this website is to provide our registered plan clients with a platform where we can collaborate and share information relating to the administration of the registered plan.

For information on Registered Plan administration,

Access Registered Plan Site

Phone: 416 947-4239
Email: dealerservices@tmx.com

Mailing Address (Toronto):

Attention: Registered Plan Trustee Services
301 - 100 Adelaide Street West
Toronto, ON M5H 4H1

Mailing Address (Vancouver):

Attention: Registered Plan Trustee Services
650 West Georgia St.
Suite 2700, PO Box 11633
Vancouver BC V6B 4N9

Phone: 416 947-4239
Email: dealerservices@tmx.com

Mailing Address (Toronto):

Attention: Custody Services
301 - 100 Adelaide Street West
Toronto, ON M5H 4H1

Mailing Address (Vancouver):

Attention: Custody Services
650 West Georgia St.
Suite 2700, PO Box 11633
Vancouver BC V6B 4N9

Contact us today:

Neil Carnell
Managing Director, Dealer Services
Phone: 604 647-7001
Email: neil.carnell@tmx.com 

Nico Avendano
Senior Relationship Manager
Phone: 416 947-4239
Email: nico.avendano@tmx.com