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Canadian Western Trust (CWT)
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CANADIAN WESTERN TRUST INTERMEDIARY ACCOUNTS

AGF Trust and Canadian Western Trust provide Intermediary Account options that complement our Investment Loan programs.

INVESTMENT ACCOUNT

The CWT Investment Account consolidates non-registered Canadian mutual funds, GIC fixed term investments and cash.

BENEFITS
  • Available to both Canadian residents and corporations
  • AGF Trust Investment Loan proceeds can be held in a CWT Investment Account and pledged as a security for the loan
  • Consolidated statements with monthly activity summaries are mailed to both advisors and clients

For more information on Canadian Western Trust Company please visit www.cwt.ca.