1. krystalatwork on February 3, 2010 at 6:39 am

    Agreed, it was SUPER hard to get a TD E-Series RRSP account. It’s like they don’t want you to get one, so that they can take more of your money by charging higher MERs. Even now, whenever I buy new funds, I get an e-mail saying that my request is not compatible with my investment profile & won’t be completed. Then I have to call in and get them to do it manually. Freaking pain in the butt!
    .-= krystalatwork

  2. young on February 3, 2010 at 7:12 am

    Lol, it’s like a TD bank conspiracy! I think that when they do their training or updates, they just point-blank don’t tell the tellers about the E-series. Which makes sense, I suppose- the MER’s that you’re saving is from TD bank not wasting their employee training $ talking to them about it. Woohoo- seems like we save the 2.5% on real-live-person customer service. =P Though I must say the telephone customer service from TD e-series personnel is great.

    That sounds annoying! Do you buy a new investment regularly? Maybe you could have it done automatically (it’s easy to set up- you just put the $ amount that you want and then it takes it from your chequing account every month or however freqent you want).

  3. mike colas on October 5, 2010 at 11:53 am

    would you not be able to contribute $8000 and not $7000??

    “Any unused space in your $5000 can be carried forward to next years (e.g. you only contributed $2000 in 2009, you can contribute $7000 in 2010) “

  4. young on October 6, 2010 at 12:28 am

    @mike- Sorry! I think you caught my typo there (sorry I am only human lol), yes you would contribute $8000 and not $7000 if you contributed $2000 the previous year (as there is $3000 of unused TFSA space).

  5. martin on January 7, 2014 at 2:05 am

    I own 5% of the shares in a company that is a holding company in Bermuda with operations in Mexico, USA and Canada can I place these shares in my TFSA if so how would I go about doing so? Since this is a new start up how would I determine the value of the shares for CRA purposes? Thanks for any help you can be.

  6. Kyle on January 7, 2014 at 7:20 pm

    If the company isn’t publically traded I’m not sure how that would work. I hesitate to even take a guess at this point, far better off asking a specialist I would think.

Leave a Comment

> >