As of February 6, 2010. "Stocks" = all non-registered investments (Canadian/US/International Index Funds). "Other Assets" = TFSA account (Considered an "emergency fund").
Markets are starting to tank again, so while I made a couple of large lump sum contributions to my TFSA and RRSP, gains are not as significant as I would have otherwise expected. I also took the opportunity to depreciate the value of my vehicle to a more realistic number. Progress will likely be slow through much of the first half of this year, but my primary goals at this stage are sorting out my future plans, and my financial stuff is essentially on complete auto-pilot at this stage.
The switch to TD Canada Trust was a little bit rocky in terms of getting some of the pre-authorized debit stuff organized (American Express was a particular pain), but I think everything has now been sorted out and I will clear my file with RBC in the next few months. |