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Commissions and Fees

Portfolio Building Service

ShareOwner is the only investment dealer in Canada where dividend reinvestment is automatic (to four decimals) and free for all stocks and exchange-traded funds available through the Portfolio Building Service.

  Scheduled Trading


ShareOwner buys and sells stocks and exchange-traded index funds (ETFs) on a specific schedule each month.

This investor-friendly service can help make your investing at ShareOwner more successful than at other investment dealers.

That's because our dollar-based trading service helps investors choose, and then prudently build, a well-diversified portfolio of high quality growth stocks. It also lets them buy only what they can easily afford, while enjoying unusually small commissions.

Canada's Only "Portfolio Commission"

Order 5…10…20…40 securities and pay only one commission..................................$40 flat per order

In addition to this low commission, enjoy:
Purchasing as much or as little as you like.
Paying the commission in Canadian dollars – even for shares traded on U.S. markets.

Purchase or Sell a Single Security

Purchase or sell as much or as little as you like of a single security...........................$9.95 flat per trade
Commission is paid in the currency of the market.


  Immediate Trading


 

Online Orders


Buy or sell immediately, as much or as little as you like of a single security............$29.00 flat per trade

Telephone Orders


Buy or sell immediately, as much or as little as you like of a single security............$43 flat per trade

All immediate trades are market orders with commission paid in the currency of the market.
Call toll-free 1-866-644-6881 (416-595-0010 in the Greater Toronto Area)


  Fees


Registered Plans (per year or part thereof) $
  Retirement Savings Plan Administration  79
  LIRA/Locked-In RSP 100
  Retirement Income Fund 100
  Tax Free Savings Account (TFSA) 50
   
Account Withdrawal  
  Non-RSP  12
  RSP   48
  Home Buyers' Plan Withdrawal 100
  Life Long Learning Plan Withdrawal 100
  TFSA Withdrawal 25
   
Account Transfer  
  Closure/Full Account Transfer 125*
  Partial Account Transfer 75*
  *Plus selling commissions for any fractional shares.  
   
Contribution of a Security from a
Non-RSP Account to a RSP Account or TFSA
  Per Security (maximum of $29 per account)  8
   
Account Statements  
  Online at www.Investments.ShareOwner.com  Free
  Monthly Account Statement – mailed (per year or part thereof)   36
  Copy of a Non-Current Statement   25
   
Account Investigation Fee (per hour or part thereof)   75
Estate Processing Fee 150
Share Certificate/DRS Statement (Cdn Securities)  75
DRS Statement (US Securities) 75
Manual Order Processing fee   18
Non-Sufficient Funds  35
Unclaimed Accounts Fee 125
  (charged annually - where the client's address is unknown  
  or where the account is unclaimed)  
Suspended Account Fee - Effective June 15-2011
(per year or part thereof)
125
  (charged annually - to accounts where the client has failed,  
  for more than one year, to provide adequate account  
  documentation for regulator-required information.)  

HST/GST is added where applicable

 


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