Member Services

Manage my Investments - Open a TFSA Plan

NEW TO OUTLOOK?

If you are not a current member, open your membership by clicking the "Apply Now" button to the right and completing and submitting our quick online application!

EXISTING MEMBERS

If you already have a TFSA with Outlook Financial, you can simply purchase another GIC or make a contribution to your RRSP savings account.

To open a TFSA Plan

  1. Complete the TFSA Application Form.

    Please note that you will require Adobe Reader to complete PDF forms. The PDF Reader is available from Adobe, which is a third party service provider. You will exit the Outlook Financial website and open a new browser tab by clicking on the following link. To proceed, download the free PDF reader here [acrobat.adobe.com].

    Print, sign and date the form, and send the form by mail to the following address:

      Outlook Financial
      Box 2, Station Main
      Winnipeg MB R3C 2G1

  2. If you would like to transfer in an existing TFSA from another financial institution, complete a Direct Transfer-In form and include it with your application.
  3. To invest your funds in a Fixed GIC
    Log in to online banking to verify the TFSA savings account has been opened. Once verified complete and submit our online Deposit Form to provide your investment instructions.

Important Notes:

  • To assign someone other than your Estate as the beneficiary of your registered plan, or to assign a successor holder, please complete either a Designation of Beneficiary form or Successor Holder form and send in along with your TFSA Application.
  • Your TFSA plan will be opened within 2 business days after receiving your application.

New to Outlook?
Become a member.

Apply Now

Rates effective
Nov 18, 2019

  • 2.40% Savings
  • 2.35% 1 Year Term
  • 2.65% 5 Year Term
View all rates