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When is the RRSP contribution deadline?

Contributions for the previous tax year can be made in the first 60 days of the current tax year. The deadline is usually March 1, but it may be extended if this date falls on a weekend.

What are my TFSA contribution limits?

Canadian residents, age 18 and older, can contribute up to $6,000 annually to a TFSA. Unused contribution room is carried forward and accumulates in future years. The full amount of withdrawals can be put back into the TFSA in future years, but be careful of re-contributing in the same year which may result in an over-contribution. The total contribution amount for eligible Canadians is $63,500.

How does my advisor get paid?

D.W. Good Investment Company Ltd. receives a service fee/trailer fee for as long as the client holds the investment. A summary of fund expenses, investor expenses and all dealer compensation offered is required to be set out in each Fund Facts document, with such items more fully explained in the text of the Fund Facts.

Why do you want to know my personal information?

Securities legislation and MFDA rules require that each recommendation your advisor makes be suitable for you in relation to your investment objectives, risk tolerance and other personal circumstances. In order to meet this requirement, your firm and advisor need to understand your financial situation, investment needs and objectives, and tolerance for risk. This is referred to as the “Know-Your-Client” (KYC) rule under securities law. This rule requires your firm and advisor to collect the following information from you:

  • Age
  • Annual income
  • Net worth
  • Investment objectives
  • Time horizon
  • Investment knowledge
  • Risk tolerance

For more information, please visit the MFDA™ website or view the Mutual Fund Dealers Association brochure of client information.

What is your initial interview process?

We first need to discover: Are you comfortable with me, and am I comfortable with you? We will determine your goals and objectives, and review what you currently have in place. From there we will determine a financial game plan based on your time frame and risk profile. We will keep in mind tax implications, economic conditions and related strategies. Professional advice will be provided and an agreed-upon action plan will be formulated.

How do I set up my client access and e-delivery?

From the “ Client Access” link on this website, simply follow the prompts on the screen for a new user. You will need to:

  1. Ensure pop-up blocker is disabled
  2. Click on ‘Register’
  3. Follow the prompts

Feel free to contact us if you have any questions.

In order to retrieve documents and view documents, it is best to have the following software:

I moved. How do I change my address?

Please contact our office as a signature is required on one or more documents. We can help you with the most convenient way for you to do this.

My marital status has changed. How do I change my name?

Please contact our office as a signature is required on one or more documents, plus proof of name change (marriage or divorce certificate). We can help you with the most convenient way for you to do this.

What do I do if an account holder passes away?

Please contact our office immediately for guidance on your next steps.

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