Who needs to know?

Changing names is a matter of personal preference. We received requests for name changes for various reasons and often we are asked ‘who else do I need to notify?’
Priority should be government identification. Many of these changes will require a copy of your marriage certificate and in some cases, they need to see the original.

Here are a few others who need to know:
• Drivers License
• Health Card
• Passport
• CRA
• Home Insurance
• Auto Insurance
• Car Insurance
• Life Insurance
• Employer
• Pension / Benefits
• Children’s School
• Will, Lawyer, Accountant
• Doctor, Dentist, Optometrist, Massage Therapist, Chiropractor
• Utility Provider (Gas, Cable, Hydro, Cell Phone)
• Notify the bank for your Mortgage or Landlord (tenant)
• Investment Accounts ( RSP’s TFSA’s etc)
• Bank accounts, credit cards

We help make the changes on your investments as seamless as possible.
-Michelle

This blog has been prepared by Jodi Dark or a member of her team. Jodi is a Financial Advisor for HollisWealth®, a trade name of Investia Financial Services Inc., and does not necessarily reflect the opinion of HollisWealth or Investia Financial Services Inc. The information contained in this blog comes from sources we believe reliable, but we cannot guarantee their accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication/blog and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities. The information contained herein may not apply to all types of investors. The Financial Advisor can open accounts only in the provinces in which they are registered.