Depends. I'm soon to be retired. I don't need income replacement or caregiver benefits. No need for housekeeping or home maintenance coverage. My estate would cover me and my wife's funeral.
I also don't purchase life insurance for my appliances.
TFSA's and RRSP were all done through Wealthsimple. Easy.
Cash moved over to checking account. Again easy.
Non reg couldn't. We ended up taking a gain and moving the funds over to a newly setup non reg investment account at Wealthsimple.
We just did exactly what you're asking about. No problems what so ever.
We transferred RRSP's from CI investments.
TSFA's from BMO
Non reg investments from BMO.
All to Wealthsimple.
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