Financial Organizations
The following financial organizations offer the Registered Disability Savings Plan (RDSP), grant and bond:
- BMO Bank of Montreal. For more information, visit the Bank of Montreal website or call them at 1-800-665-7700.
- Bank of Nova Scotia. For more information, visit the Bank of Nova Scotia website or call them at 1-877-929-4499.
- Central 1 Credit Union. For more information, visit the Central 1 Credit Union website or call them at 1-800-661-6813.
- Central 1 Trust Company. For more information, visit the Central 1 Trust Company website or call them at 1-800-661-6813 Ext. 6489.
- CIBC Securities Inc. For more information, visit the CIBC website or call them at 1-800-465-3863.
- Desjardins Trust Inc. For more information, visit the Desjardins website or call them at 1-877-286-3420.
- Global Growth Assets Inc. For more information, visit the Global Growth Assets Inc. website or call them at (416) 642-3532 / 1-866-680-4734.
- Investors Group Trust Co. Ltd. For more information, visit the Investors Group Trust Co. Ltd. website or call them at 1-888-746-6344.
- Les Fonds d'investissement FMOQ inc. offers the RDSP, grant and bond to residents in Quebec. For more information, visit the Fonds d'investissements FMOQ inc. website (only in French).
- Mackenzie Financial Corporation. For more information, visit the Mackenzie Financial Corporation website or call them at (416) 922-5322 / 1-888-653-7070.
- RBC Royal Bank. For more information, visit the RBC Royal Bank website or call them at 1-800-463-3863.
- TD Waterhouse Canada Inc. For more information, visit the TD Waterhouse Canada Inc. website or call them at 1-866-280-2022.
Forms
Transfers
You can transfer an existing Registered Disability Savings Plan (RDSP) to a different participating financial organization by completing the necessary documents. Because a beneficiary cannot have more than one RDSP, a transfer request must be completed to move a plan from one financial organization to another. The transfer must be for the full amount existing in the plan. Partial amounts cannot be transferred. The holder of the plan must initiate the transfer and have the required form completed by both financial organizations.
Note: Financial organizations may have certain conditions and fees associated with transferring an RDSP.
Please contact your financial organization for more information regarding the transfer of an RDSP.
Long-term disability savings