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T2151 Form

T2151 Form

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hi my name's adam welcome to the channel thanks for joining us today today we're going to talk about transfers so transferring your investments from one investment firm to another and this is something that the majority of you will do at some point in your life and i just want to talk about this process because a lot of you don't understand the process you know the timing of it how that works and also the transfer fees on this and so i'll break down those three pieces in this video so let's say you're looking to move your rsp and your tfs8 from investment company a to investment company b what is that process typically you're going to go to investment company b where you're moving the money to and set up investment accounts so you're going to set up an rrsp and a tfsa at investment company b when you set up those accounts typically most things are done online nowadays so you're going to set up the accounts

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