“I reached out to Perry Hart over a year ago when I needed help transferring an RDSP out of a bank and into my name. It was a long, frustrating, and drawn out process but Perry stuck with it, doing all he could to make it happen. He always communicated well, gave me suggestions to take back to the bank when we hit yet another road block, and researched the obscure CRA rules so we were on firm ground. Now that this transfer is done, I look forward to our continued working relationship.“
“I reached out to Perry Hart over a year ago when I needed help transferring an RDSP out of a bank and into my name. It was a long, frustrating, and drawn out process but Perry stuck with it, doing all he could to make it happen. He always communicated well, gave me suggestions to take back to the bank when we hit yet another road block, and researched the obscure CRA rules so we were on firm ground. Now that this transfer is done, I look forward to our continued working relationship.“