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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 ActionTransaction Source*ToAccount #AmountStatus
Q1ChequeTFSA ContributionPersonalL.B76TF7490$12,000Done
Q1ChequeTFSA ContributionPersonalL.BMNB43Y6$12,000Done
Mar 31, 2020ChequeIPP ContributionCorporateR.JM87600$112,889Done
Mar 22, 2020ChequeINS Deposit #1CorporateGWLNB76UP$50,000Done
Jul 07, 2020ChequeINS Deposit #2CorporateC.L8476308$150,000Done
Oct 03, 2020ChequeINS Deposit #3CorporateGWLBG53TR$100,000Pending

*Legend:

L.B Laurentian Bank GWL Great West Life NBIN National Bank

R.J Raymond James BMO Bank of Montreal Independent Network

C.L Canada Life RBC Royal Bank of Canada

 

Our to-do’s

OVERVIEW

The chart below outlines what we do behind the scenes to administer, monitor and report on your financial matters. Inside each action are many steps that we look after, all of which are in support of protecting and enhancing your lifestyle choices.

DateWhatAction
Jan 15, 2020TFSAContribution Reminder
Jan 15, 2020TFSAContribution Reminder
Mar 15, 2020IPPContribution Reminder
Feb 22, 2020Insurance #1Deposit Reminder
Jun 07, 2020Insurance #2Deposit Reminder
Sep 03, 2020Insurance #3Deposit Reminder
 
 
 
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