Your To-do’s
OVERVIEW
Below are summaries of what we need you to do and what we do to support you in creating the lifestyle choices you desire.
| DEADLINE | Action | Transaction | Source | To | Acct # | Amount | Status |
|---|---|---|---|---|---|---|---|
| Q1 | Cheque | TFSA Contribution | Personal | NBIN | 6CQQ1JW | $6,000 | Pending |
| Q1 | Cheque | TFSA Contribution | Personal | NBIN | 6CQQ1KW | $6,000 | Pending |
Our to-do’s
OVERVIEW
The chart below outlines what we do behind the scenes to administer, monitor and report on your financial matters. As you can see there are many steps involved in this which will evolve and change as we adjust what is required to protect and enhance your lifestyle choices.
| Date | What | Action |
|---|---|---|
| Jan.15.2020 | TFSA | Contribution Reminder |
| Jan.15.2020 | TFSA | Contribution Reminder |