TFSA factor in divorce
  • 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?

Tax-Free Savings Account in Divorce
 TFSA in Divorce what you need to know

Making a TFSA Disclosure

 what-you-need-to-know

TFSA Disclosure Documents Details

Where is find a Notice of Assessment
TFSA factor in divorce

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:

 what-you-need-to-know

Obtaining  a digital copy of this document

  1. Many online sources allow you to download a digital copy to the device.
  2. Most up to date Web Browsers allow you the option of “Print to PDF”
  3. 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

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Contact Information
Ken S, Maynard CDFA
1.855.731.3500
647.360.3200

Divorce Advice
About the Author:
Certified Divorce Financial Analyst & Family Mediator at
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2022-06-17T21:40:03-04:00
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