Investing Your Way...With a Little Help from Us

Through our affiliation with Franklin Templeton Investments, you have access to a full range of solutions and services from commission-free mutual fund investing to investment advice that is tailored to you and your personal situation. In addition you have access to comprehensive wealth management capabilities provided by our parent company, Fiduciary Trust Company of Canada, including discretionary investment management and trust and estate services.

A Proud Heritage

Originally part of Franklin Bissett Investment Management, we’ve been helping investors build their portfolios of mutual funds since 1982. Today, FTC Investor Services Inc. is a subsidiary of Fiduciary Trust Company of Canada and is registered as a mutual fund dealer authorized to sell Franklin Templeton Investments mutual funds.

A World of Choice

As an FTC Investor Services client, you have access to a broad range of asset classes from the distinct money managers: Franklin Bissett, Franklin, Templeton, Franklin Mutual Series and the Fixed Income Group.

Lean Fees Add Results

As a self-directed investor you deserve a break on fees. With a minimum $25,000 to invest, you will have access to a broad range of low fee funds, without extra sales commissions. Overall this means higher net returns over the long-term. Investing in commission-free funds also gives you the flexibility to switch between funds without penalty.

Sound Advice

How to Invest With Us

FTC Investor Services Inc. is a mutual fund dealer and a wholly owned subsidiary of Fiduciary Trust Company of Canada. As part of the Franklin Templeton Investments family, we offer Franklin Templeton mutual funds to you directly through your Investment Fund Specialist, this is what you need to know when investing through us.

New Accounts

Please contact an FTC Investment Fund Specialist at 1.866.310.5522.

Manage Your Existing Account

Managing your existing account with FTC Investor Services Inc. is simple and straightforward.

For regular transactions like purchases, withdrawals and switches please mail or fax the client request form (download). In some cases an updated Know Your Client form will be required.

To transfer funds from an account from another financial institution please provide:

• Transfer Authorization form – Registered accounts (i.e. TFSA, RRSP, RRIF, RESP)
• Transfer Authorization form – Non-registered account
• Copy of most recent account statement
• Email Communications Consent form, allows us to provide you meaningful information to help you understand the possible implication of financial developments

Mail

Please mail the application and details above to:

T2P 1C9

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