4.5 Relocating or Moving Abroad

A move is more than a change of address – it can affect how you save and what rules apply to your accounts.  

Whether you’re moving across town, across Canada, or outside the country, your plan is designed to travel with you. 

This video explains what to do before and after a move so your plan stays on track. 

  • Keep contact information and emails updated for uninterrupted access 
  • Switch contributions if your payroll situation changes 
  • Consolidate old accounts into Common Wealth to simplify and save fees 
  • Understand RRSP and TFSA rules if you become a non-resident 
  • Key reminders for newcomers to Canada starting fresh 
Book a call with our team for a personalized walkthrough, customized materials, and helpful recommendations on how to bring this solution to your clients and members.

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