For clients who would like access to direct investing, our FTC Investor Services team is dedicated to meeting your needs.
Through our affiliation with Franklin Templeton Investments, you have access to a full range of solutions and services from commission-free mutual fund investing to investment advice that is tailored to you and your personal situation.
We’ve been helping investors build their portfolios of mutual funds since 1982. Today, FTC Investor Services Inc. is a subsidiary of Franklin Templeton Investments and is registered as a mutual fund dealer authorized to sell Franklin Templeton Investments mutual funds.
As an FTC Investor Services client, you have access to a broad range of asset classes offered by Franklin Templeton Investments. Franklin Templeton brings together a wide range of investment brands and teams to provide our clients deep expertise within and across asset classes, investment styles, and geographies. Our unique business model combines the benefits of global strength with the specialization by autonomous investment teams each with differentiated investment philosophies to help our clients achieve their goals and objectives.
As a self-directed investor you deserve a break on fees. With a minimum $25,000 to invest, you will have access to a broad range of low fee funds, without extra sales commissions. Overall this means higher net returns over the long-term. Investing in commission-free funds also gives you the flexibility to switch between funds without penalty.
Our Investment Fund Specialists are not compensated through commissions and are dedicated to helping you build and manage your mutual fund portfolios in accordance with your goals and tolerance for risk.
FTC Investor Services Inc. is a mutual fund dealer and a wholly owned subsidiary of Franklin Templeton Investments. As part of the Franklin Templeton Investments family, we offer Franklin Templeton mutual funds to you directly through your Investment Fund Specialist, this is what you need to know when investing through us.
Please contact an FTC Investment Fund Specialist at 1.866.310.5522.
Managing your existing account with FTC Investor Services Inc. is simple and straightforward.
For regular transactions like purchases, withdrawals and switches please mail or fax the client request form (download). In some cases an updated Know Your Client form will be required.
To transfer funds from an account from another financial institution please provide:
Please mail the application and details above to:
Calgary Office
FTC Investor Services Inc.,
335 Eighth Avenue SW, Suite 1940
Calgary, AB
T2P 1C9
Toronto Office
FTC Investor Services Inc.,
200 King Street West, Suite 1400
Toronto, ON
M5H 3T4
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The Franklin Quotential portfolio that best fits your needs depends on your risk tolerance, investment time horizon and expected returns. To help you, Franklin Templeton Investment Corp. has developed bestfit, a comprehensive questionnaire that your FTC ISI Investment Fund Specialist will complete with you to help assess which Franklin Quotential portfolio is right for you.
Call an Investment Fund Specialist between 8:00 a.m. and 4:30 p.m. (EST) at 1.866.310.5522,
fax 1.800.903.1638.
Email us anytime at [email protected].