--_006_DF4FFE2732E9034EB0645AFB1853E16D0CEF43D5WSPICMBX04nbfgc_ Content-Type: multipart/related; boundary="_005_DF4FFE2732E9034EB0645AFB1853E16D0CEF43D5WSPICMBX04nbfgc_"; type="multipart/alternative" --_005_DF4FFE2732E9034EB0645AFB1853E16D0CEF43D5WSPICMBX04nbfgc_ Content-Type: multipart/alternative; boundary="_000_DF4FFE2732E9034EB0645AFB1853E16D0CEF43D5WSPICMBX04nbfgc_" --_000_DF4FFE2732E9034EB0645AFB1853E16D0CEF43D5WSPICMBX04nbfgc_ Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi Timothy, Check out your transaction history (if that option is available) online? Summary: 1. We contributed "in-kind" the Fidelity mutual fund that was in your= TFSA, amount $1,581.23. We moved the mutual fund from your TFSA and put it= into your RRS, without selling it. 2. We contributed "in-cash" the amount of $1,750 So your cash balance went from $569.77 + $1,750 to $2,319.77 in cash But the total value of your portfolio went up by the full contribution amou= nt of $1581.23 + $1750 =3D +$3,331.23 As for the $2323.55 current cash balance in your RRSP, what would you like = to invest in? If we buy stocks or ETF's, our minimum commission is $100 per trade unfortu= nately. Also if you want to buy a US stock, you need to convert from CAD in= to USD, which means you would only have $2323.55 x 0.7472 =3D $1,733.33 USD= to invest. If we buy a mutual fund, for a minimum amount of $2,000, we can charge you = $0. I would be inclined to add to our Fidelity North Star Currency Neutral fund= position (fund from your TFSA) also see attached. Open to any ideas, we can discuss further if you don't agree with above. Charles Beauchemin, B. Comm CIM=AE Conseiller en placement | Investment Advisor Gestionnaire de portefeuille associe | Associate Portfolio Manager Financi=E8re Banque Nationale - Gestion de patrimoine | National Bank Finan= cial - Wealth Management Transit: 147 Pointe-Claire Tel: 514.428.4328 | Fax: 514.426.2009 Sans Frais | Toll Free:1.888.322.2522 charles.beauchemin@nbc.ca From: Timothy Thomas [mailto:tt@homecareassistance.com] Sent: March 2, 2016 10:01 PM To: Beauchemin, Charles Subject: RRSP Deposit Hey bud. When I check my account I see there's 2300 and change sitting in "trade dat= e balance". Where is the 3300 I deposited on Monday. Can you clarify and let me know where we're investing it. Thanks![cid:image001.png@01D17535.8208B420] Timothy Thomas Home Care Assistance 514-907-5065 www.HomeCareAssistanceMontreal.ca ________________________________ CONFIDENTIALIT=C9 : Ce document est destin=E9 uniquement =E0 la personne ou= =E0 l'entit=E9 =E0 qui il est adress=E9. L'information apparaissant dans c= e document est de nature l=E9galement privil=E9gi=E9e et confidentielle. Si= vous n'=EAtes pas le destinataire vis=E9 ou la personne charg=E9e de le re= mettre =E0 son destinataire, vous =EAtes, par la pr=E9sente, avis=E9 que to= ute lecture, usage, copie ou communication du contenu de ce document est st= rictement interdit. De