ShariaPortfolio Joint Account (Non-Registered)

Halal Investing in Quebec

ShariaPortfolio Canada's joint account gives two or more investors - typically spouses or family members - shared ownership and access to a single professionally managed halal portfolio. There are no contribution limits, making it the natural next step once both partners' TFSA and RRSP room is used up. The portfolio follows full AAOIFI screening with the group's stricter exclusion list: no interest-paying securities, no preferred shares, and no music, cinema, or broadcasting revenue. Active or passive strategies are available, custody sits at Fidelity Clearing Canada ULC, and all holders get mobile app access. As a non-registered account, investment income is taxable.

ShariaPortfolio Canada's joint account gives couples and families shared ownership of a professionally screened halal portfolio, with every holder able to view and access the account and an advisor relationship behind the allocation - a step up in service from self-directed joint brokerage accounts. The AAOIFI screening is thorough and stricter than most: no interest-paying securities, no preferred shares, and the group's distinctive music/cinema/broadcasting exclusion. It carries no tax shelter, so it makes most sense once both partners' registered accounts are full, and like everything at this firm the fees and minimums are unpublished until you speak to an advisor in BC, Alberta, Ontario, or Quebec. Best for households investing together toward common goals with Shariah screening built in.