This was 44 shares of XEQT my wife had in her non-reg with Questrade (all money she received from Questade cashback over the past 1 year). Given the account value was smaller than $25K and not eligible for a fee waiver when transfering account over to Wealthsimple, we sold the 44 shares, and deposited the fund to her RRSP, and effectively increasing amount eligible for the cashback promo. At this point all of our account are ready to initiate the transfer to Wealthsimple. April 1 cashback from Questrade has also been received and invested. Disclosure: We are heavily invested in XEQT with nearly 27,800 shares (average share price across all accounts: $29.4).
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23 Comments
Regis
@mytranslator · 6mo
Great stuff!! 🚀
Ivan Kurt@phil_nadian · 6mo
Nice! Also, no troll with 10k portfolio laughing at your strategy in the comments👀
Sybel K
@biboloco · 6mo
Goals 💪
Sunshine
@sunshineyyz · 6mo
Great planning!! I’m sure this won’t happen to you since it’s such a massive transfer (everyone will be tracking it). WS “lost” my RRSP cheque from my transferring institution. (Cheque was received & trackable, but WS said they misplaced my cheque or the transferring institution sent an empty envelope 🤔🤯) My transfer was missing and no one did anything until I followed up!
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