Fewer Headaches, More Returns - June 2005

The benefits of a Rice Financial UASAP account

Whether dealing with RRSPs or RRIFs, managing a variety of investments can become a headache. Monitoring holdings with different institutions, tracking a variety of maturity dates, and ensuring diversification among holdings requires superior organization skills, a lot of dedication, and perhaps the occasional Tylenol™.

This is most likely the reason many of you chose the Ultra-Advantage Self-Administered Plan (UASAP) in the first place - and it is the same reason many clients today are making the move toward self-administered plans.

Having all your investments registered in one place offers several benefits. One umbrella plan facilitates a portfolio approach to investing. With a more accurate snapshot of your overall financial picture, you can be sure to diversify your portfolio accordingly - a strength of all good portfolios.

And since fixed-term products held inside a self-administered plan are considered GICs, the fees normally charged for transferring between companies do not apply. So each time you move a matured investment to another institution for a better rate, you save all transfer fees.

Housed at our head office in Winnipeg, knowledgeable client marketing centre representatives work alongside our financial representatives to ensure you are presented with all financial opportunities available for your situation.