Investment Transfer Companies Directories
CDNPAY Financial Institutions Branch Directory
Trust Companies, Loan Companies, and Other Deposit-taking Institutions
Investment Transfer Master List
Banks
GIC/Savings Account/TFSA (non-mutual fund)
TD
TD Mutual Funds
Tel: 1-800-263-7895
Fax: 1-877-639-4547
77 Bloor Street West
10th Floor
Toronto, ON M5S1M2
TD Waterhouse
Tel: (416) 935-0386
Fax: 1-877-639-4547
GICs, Savings Account
Branch location's address
Scotia
Scotia Transfer
Tel: 1888 825 6185
Transfer Fax: 416 288 4455 (For branch or mutual funds)
61 Front St West, 2nd Floor, Toronto, ON M5H1H1
RBC
RBC Dealer Services (for branch accounts)
*You can try faxing to branch, but may not work
Tel: 1-800-662-0652;1;2
Courier:
1 Place Ville Marie, 7th Floor
Montreal, QC H3C3A9
Postal:
PO BOX 6001, Station A
Montreal, QC H3C3A9
Now faxes are accepted at RBC MFRP (Mutual Funds Registered Plans) Transfer Dept
Tel: 1-800-662-0652;1;2
Fax: 1-888-874-3055
RBC DS
CIBC
CIBC Securities Inc
(Send all requests to here for all registered accounts. Non-reg account send to branch)
Tel: 1-866-213-8677
Fax: 1-800-285-9620
161 Bay St, 4th Floor
PO BOX 19022
Toronto, ON M5J 2S8
BMO
BMO InvestorLine (Self-directed, stock)
Tel: 1-888-776-6886
Fax: 416-359-5607
First Canadian Place
100 King St West, Floor B1
Toronto, ON M5X1H3
BMO Mutual Funds
Tel: 1-800-336-4609 (1,1)
Fax: 1-866-793-9555
250 Yonge St, 7th Floor
Toronto, ON M5B2M8
Investor's Group
447 Portage Avenue
Winnipeg, MB
R3C 3H5
Tel: 1-877-796-3788
Fax: 1-866-202-1923
Manulife GRO/Manulife Group Retirement
Attention: Manulife GRS Client Services
PO Box 396
Delivery Stn KC6
Waterloo, ON N2J4A9
Tel: 1-888-727-7766
Fax: 1-866-945-5110
(Including Quadrus Seg Fund)
255 Dufferin Ave
London, ON N6A4K1
Tel: 1 877 566 5433
Fax: 1 877 814 6492 (Same fax)
255 Dufferin Ave, Suite 424
London, ON N6A4K1
Tel: 1 888 532 3322
Fax: 1 877 814 6492 (Same fax)
One Westmount Road North
P.O. Box 1603, Stn Waterloo
Waterloo, Ontario N2J 4C7
Phone: 519 886 5110
Tell: 1 800 722 6615
Fax: 519 883 7404 (Fax doesn't work most of the time)
(Seg fund no need to do signature guarantee)
Olympia Trust
Tel: 403-770-0001
Fax: 403-261-7523
2200 - 125 - 9th Ave South East
Calgary, AB T2G 0P6