How to read this directory: Reviewed profiles have source-checked notes. Queued providers are on the review list but still need confirmation. These are not rankings, recommendations, or paid placements.
Reviewed Full profiles

Source-checked notes on grants, fees, transfers, withdrawals, account paths, and comparison cautions.

Queued Research list

Providers added for future review with source cards and questions to ask before making a decision.

Baseline Official lists first

Check Canada.ca for federal and B.C. benefits, and Revenu Québec for QESI when Quebec support matters.

Source checked

Reviewed provider profiles

BMO Investments Inc. Bank / investment dealer reviewed BMO InvestorLine Inc. Self-directed brokerage reviewed RBC Direct Investing Inc. Self-directed brokerage reviewed TD Canada Trust / TD Direct Investing Bank, mutual fund dealer, and self-directed brokerage reviewed Questrade Inc. Self-directed brokerage reviewed Wealthsimple Managed investing and self-directed brokerage reviewed Embark Student Foundation Education savings provider reviewed

Research queue

Providers to compare next

Queued entries are not complete reviews yet. Open one to see the source checklist and the questions to confirm before choosing that provider.

CIBC Bank / investment dealer queued Scotiabank Bank / investment dealer queued RBC Royal Bank Bank / investment dealer queued National Bank Bank / brokerage / investment dealer queued Desjardins Co-operative financial group / trust company queued Sun Life Insurance / investment provider queued iA Financial Group Insurance / investment provider queued CST Savings Scholarship plan provider queued Kaleido Scholarship plan provider queued Mackenzie Investments Investment fund company queued Manulife Insurance / investment provider queued Canada Life Insurance / investment provider queued IG Wealth Management Advisor / investment dealer queued Qtrade Direct Investing Self-directed brokerage / guided portfolio queued ATB Financial Bank / investment dealer queued Vancity Credit union queued Servus Credit Union Credit union queued Affinity Credit Union Credit union queued Innovation Federal Credit Union Credit union queued Stride Credit Union Credit union queued Atlantic Edge Credit Union Credit union queued Educators Financial Group Financial planning group queued Fidelity Canada Investment fund company / clearing provider queued CI Investments Investment fund company / dealer queued AGF Investments Investment fund company queued Franklin Templeton Investment fund company queued Assante Advisor / investment dealer queued Aviso Financial Credit-union wealth platform / investment dealer queued Concentra Bank Trust / credit-union partner queued BMO Nesbitt Burns Full-service brokerage queued