Registered Plans
We proudly offer our clients customizable Self-Directed Registered Plan accounts specializing in private securities.
As one of the most experienced teams in the business, we are committed to delivering personalized solutions with a focus on making things simple, fast, and easy.
Self-Directed Accounts
- Registered Retirement Savings Plans (RRSP / Spousal RRSP)
- Registered Retirement Income Funds (RRIF / Spousal RRIF)
- Tax-Free Savings Accounts (TFSA)
- Locked-In Retirement Accounts (LIRA)
registered plan services
Plan Highlights
- Plan accounts that are simple, fast, and easy to set up
- Freedom to invest in qualified private investments
- Stringent audit and compliance controls to ensure the safety of your account information and privacy
- Online plan portal access with real-time account updates
- Dedicated team servicing your accounts
Investment Options
- Exempt Market Securities
- Mortgage Investment Corporation Shares
- Private Mutual Fund Trust Units
- Private Corporate Debt Securities
- Private Company Shares
- Public Securities
- Contact us to learn about more of our investment options
Group RRSP Plans
- Group Plan Administration
- Online access to view plan reporting
- Maintain and reconcile eligible participant contributions
Solutions for Issuers, Dealing Reps, EMDs
- Competitive fees
- Open accounts online and go paperless with our e-signature solution
- All account forms conveniently located within the system
- Access reports for your business needs
- Online portal provides real-time account updates and enables dealers to manage their business, portfolio, and clients -- anytime, anywhere
Contact the Odyssey Team Today
Contact us to open an account or to have your private securities RRSP eligible for our Self-Directed plans.
Forms & DOCUMENTS
Odyssey is a full-service transfer agent and trust company with offices across Canada and the US, and Co-agents in London, Hong Kong and Australia. We make it simple, fast and easy for our clients and their shareholders.
