Good Monday Morning, I get so many clients asking how much TFSA room they have available. If you were over 18 years of age when TFSAs were introduced in 2009, have never made a withdrawal and contribute nice round numbers, this is an easy task. However for any other scenario, it can be really difficult…
Category: Transfers
Worldsource 2019 Fee Schedule
Better late then never! I noticed that the last time I posted an update on the fees was 2017. Good news though, they are still the same! These apply to Worldsource Nominee/Self Directed accounts only as a trustee administers them on our behalf. Accounts held in ‘Client Name’ at the fund company directly generally do…
QROPS - Qualified Recognized Overseas Pension Scheme
by Julie
A QROPS is a Qualified Recognized Overseas Pension Scheme and the ONLY vehicle for which a UK Pension can be transferred into Canada. As of writing this, only ONE company in Canada has been approved by the UK Government as able to open and maintain QROPS accounts. This is a big deal if you already living in Canada…
2018 Market Recap and 2019 Outlook
by Julie
I found this to be a great recap to last year and some forward looking thoughts for 2019. Recap & Outlook – Clement Gignac – Industrial Alliance