Barry: You probably thought I had forgotten about you! I had not. I wanted to iron out some areas of concern from my end here. As you know, I am not supposed to do an investment for you while you are a resident of the US. I have discovered that if we put the money into an account and not make moves on it until you move back to Canada, then we can do it if I use a Canadian address. I was advised to put the money into a balanced fund and leave it there for now. My thoughts are to move it to a couple of funds in a self administered account and NOT make any moves with it. Please review this note, and let me know what you think. If all is ok I will mail you the forms to sign (which you signed here), and we will get this moving. Hope all is well with you down there. Regards Rob
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Pension Rollover