Member Services

Manage my Investments - Open a TFSA Plan

New to Outlook?

If you are not a current member of Outlook Financial, open a Tax Free Savings Account (TFSA) plan by clicking the "Apply Now" button to the right and completing and submitting our quick online application!

Existing Outlook Members

If you are already an Outlook Financial member and do not already have a TFSA, we ask that you complete a plan application form located below and send it to us.

If you already have an TFSA with Outlook Financial, you can simply purchase another GIC.

To open an TFSA Plan:

  1. Complete the online TFSA Application form.
  2. Print, sign and date the form.
  3. Send the form by mail to the following address:

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

Please note:

  • Your TFSA plan will be opened within 2 business days.
  • If you have provided an email address on your TFSA application, we will confirm your new TFSA plan by email once completed.
  • If you have designated a beneficiary on the TFSA plan application form, sign and date the Designation of Beneficiary form and have a witness sign it as well. The witness cannot be a beneficiary or a relative of the annuitant. The Designation of Beneficiary cannot be processed without a witness signature.

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.

 

New to Outlook?
Become a member.

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Rates effective
Aug 2, 2018

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  • 2.15% Savings Accounts
  • 2.40% 1 Year Cashable GIC
  • 3.10% 5 Year Cashable GIC
View all rates