Special Offers
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Get a $25 gift card when you complete a goal planning session
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Terms & Conditions
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Get up to $700 cash back when you start investing with Mainstreet
Book Now
Terms & Conditions

Goal Planning Session Offer Details

To receive the Goals Planning Session Offer, you satisfy the following criteria:

  1. You must be the age of majority, and you must be a resident of Ontario.
  2. You must meet in person or virtually with one of CAM or CS Wealth Advisors to do a comprehensive review of your financial goals and develop an investment plan to achieve those goals

New Investor Offer Details

To be eligible for the Investment Bonus Offer, you must satisfy the following criteria:

  1. You must qualify for the Goals Planning Session Offer
  2. You must deposit funds* to a Mainstreet and/or CAM and/or CS Investment Account prior to the end of the Promotion Period. *see qualification matrix below for source and Investment Account qualification criteria.

*Cash bonus offer tiers

Investment Amount Cash Back/Bonus
$5,000-$24,999 $100
$25,000-$99,999 $200
$100,000-$249,999 $300
$250,000-$249,999 $400
$300,000 $600

*Qualification matrix

Origination of Funds Investment Account
Mainstreet Chequing/Savings Mainstreet Term
Deposit
Credential Asset Management or Credential Securities
Mainstreet Chequing/Savings Does Not Qualify Does Not Qualify Qualifies
Mainstreet Term Deposit Does Not Qualify Does Not Qualify Does Not Qualify
Other Financial Institution Does Not Qualify Qualifies Qualifies

What better investment than your child's or grandchild's education? Start today with a RESP.

You can contribute up to $50,000 per child throughout the lifetime of your RESP. And because RESPs are registered plans, your savings grow tax-free while in the plan. As an incentive the government provides a Canada Education Savings Grant of 20 percent on the $2,500 in annual contributions for children up to age 18. The maximum annual grant is $500 per child, with a lifetime grant limit per child of $7,200.

As soon as your children begin using their RESP funds to go to school, the income becomes taxable in the child's hands. In most cases, since the student has very little income, any income earned within the RESP is taxed at the student's lesser marginal rate.

Mainstreet provides access to several RESP products including mutual funds*, as well as our own RESP term deposits administered by our trust services partner.

* Mutual funds are offered through Credential Asset Management Inc.

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