RRSP/TFSA

RRSP/TFSA Program Overview

One of the many steps that the Canadian Worker Cooperative Federation (CWCF) has taken to embody its vision is the development of a Self-Directed Registered Retirement Savings Plan (SD-RRSP) and Self-Directed Tax-Free Savings Account (SD-TFSA) Program. This program enables co-operatives and similar types of enterprises, including non-profits, to capitalize their ventures with securities held within RRSP/TFSA Program Overview


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FAQs for Program Members

Please note: In the following section, the terms “Security Issuer,” “Program Member” and “Account Representative” may be used interchangeably. Q: How can membership in CWCF’s RRSP/TFSA Program help my organization?A: Because an RRSP defers the payment of income tax, it directly benefits investors by reducing their current year’s income tax, which allows for pre-tax dollars FAQs for Program Members


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Withdrawal Form

In general, the forms required for any transaction occurring within CWCF’s SD-RRSP/SD-TFSA Program can be obtained by reaching out to your Account Representative. If you wish to make a withdrawal from your Self-Directed account, please complete the appropriate Withdrawal Request Form based on your account type, and submit it to CWCF using the information at Withdrawal Form


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RRSP/TFSA Program: Account & Transaction Paperwork

All of the paperwork required to open accounts and complete transactions through CWCF’s RRSP/TFSA Program are available to Program Members (i.e. Account Representatives) by contacting the RRSP staff. Our Support Manual provides a detailed explanation and instructions for completing each form, so please refer to your manual when assisting Annuitants. The descriptions below are not RRSP/TFSA Program: Account & Transaction Paperwork


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Membership Documents

All of the documents required to apply for membership with CWCF’s RRSP/TFSA Program can be found below. CWCF strongly recommends that you reach out to our RRSP/TFSA Program Staff before completing any paperwork to ensure that you have the most recent versions of the forms, and to ask any questions you may have about the Membership Documents


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Important Information

ABOUT OUR RRSP/TFSA PROGRAM:The Canadian Worker Co-operative Federation (CWCF) administers a Self-Directed RRSP (SD-RRSP) and Self-Directed TFSA (SD-TFSA) Program. This Program was developed to enable co-operatives and similar types of enterprises (Program Members) to capitalize their enterprises with securities held within a Registered Plan. CWCF’s Plans are registered with the Canada Revenue Agency (“CRA”) and Important Information


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Becoming a Program Member

The Canadian Worker Cooperative Federation (CWCF) is pleased to be able to offer the services of its RRSP/TFSA Program to any entity that is a member of CWCF. In order to make use of the Program, all members must remain in good standing by paying their annual membership dues. The first year’s membership dues must Becoming a Program Member


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Current Program Members List

Below is a partial listing of CWCF’s current RRSP/TFSA Program Members. The entities listed below have given permission to be included on our website so that potential investors can reach out to them directly; however, it does not represent our full Program membership. Being included on this list does not mean that a Program Member Current Program Members List


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RRSP/TFSA Contact

CWCF’s RRSP/TFSA Program is administered by staff in Kentville, Nova Scotia. Address1-41 Aberdeen StreetKentville, NS   B4N 2M9 Phone (902) 678-1683 Fax(902) 678-0780 Our RRSP/TFSA Program Staff members are: Kristin Van HattemRRSP/TFSA Program Managerrrsp@canadianworker.coop Josh DykeRRSP/TFSA Program Administratorjosh@canadianworker.coop Laura MacDonaldRRSP/TFSA Program Assistantassist-rrsp@canadianworker.coop  


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