Based on some of the fees some of you get charged on your investments, it may be wise to look around and see what other options are available to you. We'll go through the process, timing, and fees surrounding transferring your investments so you can make the best possible decision for you.

If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your savings plan on track.  You can learn more about our services at [ Ссылка ] or email Info@Parallelwealth.com

6 ways to level up your financial plan:
Personal Finance for Canadians for Dummies: [ Ссылка ]
Free Credit Report with Borrowell: [ Ссылка ]
Open an EQ Bank Account: [ Ссылка ]
Financial Calculator I use: [ Ссылка ]
Financial Masterclass for Canadians: [ Ссылка ]
20% off an online Will at www.willful.co use promo code: PWFG

OUTLINE
0:00 - Intro
0:23 - The Process
2:00 - In-Kind vs. In-Cash
2:55 - Timing of Markets
3:58 - Non-Registered Accounts
6:03 - Fees

This presentation is intended for information purposes only and does not constitute an offer to buy or sell our products or services nor is it intended as investment and/or financial advice on any subject matter. Every effort has been made to ensure the accuracy of its contents. Certain of the statements made may contain forward-looking statements, which involve known and unknown risk, uncertainties and other factors which may cause the actual results, performance or achievements of the Company, or industry results, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Returns are not guaranteed and past performance may not be repeated.

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DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.

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