Maximize the return on your GIC portfolio and invest in federally and provincially insured Canadian financial institutions (banks, trust companies, credit unions).
Advantages
- Eliminates paper-based applications
- Provides our clients with real-time GIC rates, online portfolio viewing, tools and analytics
- Real-time communication with GIC issuers
- Simplifies the setup and administration of GIC portfolios
- A digital paperless system between clients, advisors and issuers.
- Centralized digital depository for all documents with instant search and retrieval
CashiQ is not a bank and never takes custody of our client's funds.
What will your retirement look like?
Answer a few questions and receive a plan in 5 minutes.