Our Products / How to Invest

How to Invest

Altamira offers a full range of investment accounts and services to help your reach your investment and savings goals. We provide easy access to your account by phone, email, or personalized service with an Altamira Advisor.

• Brokerage Service  

• Automatic Investment Plan   An Automatic Investment Plan (AIP), will enable regularly scheduled pre-authorized contributions to be made to an Altamira account(s). Select the funds to invest in and the frequency of those investments.

• Automatic Withdrawal Plan   A plan which will enable regularly scheduled deposits to a chequing account in your name from an Altamira Investment or RRIF account.

• Group Services   Need to simplify your group investment plan? We can help. Altamira's diverse range of products and services are designed to help investors reach their retirement goals.

• How To Access Your Account   Through AltaAccess Online, you can view all your Altamira accounts and, if you choose, buy and sell Altamira funds, as well as switch from one fund to another within the same account.

• NBC Advisor Distribution  

• Private Wealth Services   The goal of Private Wealth Services is to forge a dedicated relationship with higher net worth clients, providing them with access to an enhanced level of service and broader suite of investment options, at no additional cost.

• Telephone Trading   MoneyLine allows you to transfer money electronically between your Altamira account and personal chequing account, provided it's held with a Canadian bank, trust company or credit union.

• AltaAccess Online demo  MoneyLine allows you to transfer money electronically between your Altamira account and personal chequing account, provided it's held with a Canadian bank, trust company or credit union.

• AltaAccess Online demo  Through AAO, you can view all your Altamira accounts and, if you choose, buy and sell Altamira funds, as well as switch from one fund to another within the same account.