Which section of the LCTR must the customer initial for a cash withdrawal?
Section 3
Your customer, Sally, was born in March, 2008. How much can she contribute to her TFSA today?
$0!
How early can you renew your mortgage without a penalty?
Which MCE has seen the Hollywood sign in LA, California and which one has camped overnight for a music festival?
Hollywood: Vincent
Music Festival: Nicole
What must you verbally disclose to a customer during an account open or change of plan type?
- Account Plan Monthly Fee
- Transaction Limits (if applicable)
- Features and Benefits of the New Plan
- If you have Pay-As-You-Go Overdraft Protection (PODP) or Monthly Overdraft Protection (MODP), it will remain on the account and applicable fees will apply
What is the maximum RRSP contribution for the 2025 tax year
$32,490, **additional $2000
What are the maximum GDS/TDS ratios?
39/45
Which ABM has visited the most countries?
Jeslyne
What are all of the requirements to send a cheque for CVS?
1. Issued from a business acct
2. $10,000+ issued in CAD or USD
4. Payable to the registered name of the deposit acct
5. Issued from a US or Canadian bank
6. Appropriate hold is lodged
Scenario: Cx opened their FHSA in October 2024 and contributed $6,000. In April 2025 they contributed $4,000. How much can they contribute today?
$14,000
To take advantage of the replacement policy on a refi deal, how much money does the customer need to borrow?
Existing amount plus AT LEAST $20k
What does Wesley eat for breakfast everyday?
Granola bars
(two Fibre1)