TFSA – you don’t become the asset co-owner automatically.
If you had a TFSA before the marriage, your date of marriage deduction will increase, decreasing the value of your net family property.
No matter which partner’s name is listed as the account owner, the TFSA is a matrimonial asset that is to be equalized.
Be mindful that not all separations result in the equalization of TFSA assets.
What is the Fate of a TFSA When Couples Separate – Divorce?
Making a TFSA Disclosure
TFSA Disclosure Documents Details
The statement is typically sent to subscribers on a quarterly basis, usually in March, June, September and December. If you have not received your statement for the period, you may need to conduct inquiries.
Obtaining a digital copy of this document:
Obtaining a digital copy of this document
- Many online sources allow you to download a digital copy to the device.
- Most up to date Web Browsers allow you the option of “Print to PDF”
- Scan your hard copy to a pdf.
Note: This can be done on a personal (home or work) scanner, or can be done at a retailer such as Staples Business Depot
Related Documents:
Have Any Questions?
Contact Information
Ken S, Maynard CDFA
1.855.731.3500
647.360.3200
I help smart and successful couples, create separation agreements with clarity and soft landings for secure futures, in 4 meetings or less without all the lawyer created overwhelming conflicts, confusion and costs. You can work with me by video conference or with a DTSW associate at any of our 6 DTSW Greater Toronto mediation centers, including | Aurora | Barrie | North York | Vaughan | Mississauga | Scarborough.
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