TFSA instructions

We are pleased to announce that Computershare Trust has approved aroi Mortgage Investment Corp for inclusion in the following self directed investment accounts: RRSP, TFSA and RRIF

Not sure if a TFSA is the best way to structure your investment in aroi? the CRA provides everything you need to know

Inclusion of your aroi investment in a TFSA is accomplished with the following steps:

1) Open a Self Directed Tax Free Savings Plan with Computershare:

To open a Tax Free Savings Account (TFSA), please complete “Application Form – TFSA”

  • For TFSAs, please enclose a legible copy of a government issued photo ID.

The annual fee to maintain your Self Directed TFSA account is $125+HST

2) Transfer an existing TFSA account to Computershare by completing this form:

“Transfer Authorization Form”

3) You may also direct your TFSA to purchase new shares of aroi:

  1. Complete the”Purchase Instruction Form”
  2. Enclose a cheque for $100 + applicable HST. Please indicate on the cheque that it is for a “fee payment”.

Computershare Forms

Checklist of required items:

  • Application Form – TFSA
  • please enclose a legible copy of a government issued photo ID.
  • Transfer Authorization Form
  • Purchase Instruction form
  • Pre-Authorized Debit and Void Cheque portion of the Application Form
  • Cheque for $100 + HST for MIC purchases

For further questions, please call us (902) 681 1100 or invest@aroi.ca