Re: Susie- Wealthsimple

From
Tim Thomas <tthomas@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
2024-07-23 09:57:51
Folder
INBOX
--Apple-Mail=_8855237D-D08C-4B0B-ACFD-B6FE91B90F2E Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=utf-8 Ok. =EF=BF=BC Tim Thomas Sr. 514: 726 7647 tthomas@thekey.com > On Jul 23, 2024, at 9:55 AM, Timothy Thomas wrote: >=20 > Ok, would you mind reaching out to questrade support and initiating = that transfer? I'll be tied up for the next few days. At the same time = you can ask them about your LIF. >=20 > My spreadsheet is correct albeit perhaps off by a few 000 due to new = dividends. She has two RIFFs in WS and a TFSA. >=20 > On Tue, Jul 23, 2024 at 9:47=E2=80=AFAM Tim Thomas > wrote: >> Hi Timothy, >>=20 >> Susie has around $200K at Wealthsimple, which seems a bit more than = the spreadsheet. Attached is a screen shot. >>=20 >> Maybe you should transfer it to Questrade, so all her stuff is in one = place. Her login info is her email address and Pass: Windy4u >>=20 >> I have my LIF still at Wealthsimple because at the time, Questrade = did not have such a product. Not sure if they do now. >>=20 >>=20 >> >>=20 >> Tim Thomas Sr. >> 514: 726 7647 >>=20 >> tthomas@thekey.com >>=20 >>=20 >> >>=20 >>=20 >>=20 >=20 >=20 > --=20 > Tim Thomas > Head of Canada Division | TheKey > Mobile: 514.591.9387 > --Apple-Mail=_8855237D-D08C-4B0B-ACFD-B6FE91B90F2E Content-Type: multipart/related; type="text/html"; boundary="Apple-Mail=_808BC0EB-91BB-4B80-9C66-39B7CABA40D9" --Apple-Mail=_808BC0EB-91BB-4B80-9C66-39B7CABA40D9 Content-Transfer-Encoding: quoted-printable Content-Type: text/html; charset=utf-8 Ok. Tim Thomas = Sr. <div dir=3D"auto" style=3D"caret-color: rgb(0, 0, = 0); letter-spacing: normal; text-align: start; text-indent: 0px; = text-transform: none; white-space: normal; word-spacing: 0px; = -webkit-text-stroke-width: 0px; text-decoration: none; overflow-wrap: = break-word; -webkit-nbsp-mode: