A Big Thank You to the Canadian Financial Summit’s Partners – See Below For Exclusive Offers!

EQ Bank is offering a $25¹ sign up bonus to CFS attendees when they open an EQ Bank Savings Plus Account.

Canadian Financial Summit participants pay no management fees for their first year of investments with ModernAdvisor.

We’ll also cover any transfer fees when you transfer your investments from another institution. To claim your bonus, open and fund your ModernAdvisor account by October 31, 2017.

Young and Thrifty readers get up to $20,000 managed free for 1 year when they sign up and fund their account.

Canada’s largest personal finance print magazine is offering Canadian Financial Summit attendees their latest issue for free, while also offering a 20% discount off the annual digital subscription of the magazine. Learn the newest and best practices in personal finance and investing from the top financial experts in Canada. Plus, subscribers get instant access to all past issues of the magazine from the last 14 years. Get your free issue and 20% off coupon here.


Do you know the top stocks and ETFs to buy in Canada? Learn for free by getting the 30-day free trial which includes full access to all model portfolios, over 70 easy-to-understand company research reports, and access to over 57,700 answered investment questions. Plus, you’ll get one question credit for free, to ask the 5i Research Team your top stock or ETF question. Canadian Financial Summit attendees get instant access now, with no credit card required.

As a Canadian Financial Summit participant, get the first $10,000 you invest managed for free for a year, when you sign up for your first account at Wealthsimple. Sign up now to add this offer to your account.

¹ Offer is valid for new accounts opened between September 13 and October 4, 2017 only. In order to qualify for your $25 bonus, you must be a registered attendee of the Canadian Financial Summit and you must reply to the welcome email EQ Bank sends you upon account activation, quoting the referral code “CFS2017”. The email address used to sign up for your EQ Bank account must be the same as the email address used to register to the Canadian Financial Summit, and will be confirmed by EQ Bank. Replies to the welcome email quoting the code “CFS2017” will be accepted up to 11:59 P.M. EST on October 11, 2017. The $25 bonus will be deposited to a newly opened EQ Bank account within 15 business days after we receive your reply to the welcome email. 

A limit of 1 offer per person. Offer not valid for existing account holders who open additional accounts. Cannot be combined with other offers. Offer details take precedence over any other materials promoting the offer. EQ Bank reserves the right to terminate, suspend or modify the offer.

(Since there is no mention of the interest rate or Interac, these disclaimers have been omitted, the links leads to a landing page built for this event and will contain all the disclaimers)