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Kelsey Phare Financial AdvisorMutual Funds Investment Specialist
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Transferring an existing RRSP from another financial institution or investment brokerage firm to BlueShore is as simple as sending a Transfer Letter.
Just contact your financial advisor or our Solution Centre to get the documentation request underway. (Be sure to ask your current financial institution or brokerage if they charge an RRSP transfer-out fee; you may be able to negotiate it down or ask for it to be waived altogether.)
Once your RRSP is transferred, a BlueShore financial advisor can help you create a retirement saving strategy that works for you. Get in touch by calling us us at 604.982.8000 (toll-free 1.888.713.6728), send us a message, or visit a local branch.
Our team of experienced professionals are here to answer any questions you may have.