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Karn Toor Financial AdvisorMutual Funds Investment Specialist
Financial Advisor
Mutual Funds Investment Specialist
Our team of experienced professionals are here to answer any questions you may have.
Take advantage of the financial expertise at BlueShore Financial
To transfer your TFSA from another institution to BlueShore Financial, please contact us to request an Incoming T2033 “Request Funds from Another Institution” form.
Transferring your TFSA does not constitute a withdrawal and does not impact your available contribution room. As such, there are no tax forms to file with the CRA.
This would be a good time to talk to your BlueShore advisor about your savings and investment goals and to review your portfolio.
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To speak with a financial advisor, please contact us at 604.982.8000 (toll-free 1.888.713.6728), send us a message, or visit a local branch.