Create Your Own Path to Financial Freedom

Now YOU'RE in control.

Now you have access to an extensive variety of investments under a single, self-directed plan!  Utilizing the vast resources and solid financial foundation of MRS Trust, your Olympian Financial Advisor can choose from a multitude of mutual funds, segregated funds and GICs to meet your registered investment needs.

MRS Self-Directed plan types include:

• RSPs
• Spousal RSPs
• Locked in RSPs and LIRAs
• RIFs and LRIFs

Secure these advantages with MRS Trust Self-Directed Services:

Investment Selection: Choose from a comprehensive selection of investments to arrive at the best mix of mutual funds, segregated funds and GICs for your retirement portfolio.

Cash Management Account: A daily high interest savings account offers you convenience and flexibility for holding cash until you determine your investment selection.

Dollar-Cost Averaging: Make systematic contributions to your plan to build your portfolio step by step and take advantage of dollar-cost averaging.

Consolidated Reporting: An all-in-one statement detailing your investment holdings and transactions makes it easy for you to monitor your retirement portfolio.

Tax Receipts: Simplify your tax reporting with a consolidated contribution receipt detailing your contributions from March through December, and during the first 60 days of the year.

One Annual Fee: All features and benefits of your plan are covered by one annual fee.