Help Center
How can we help? 👋

Can I list a beneficiary for my investment?

A beneficiary is not required

addy shares are just like your car, furniture, a piece of real estate or directly held stocks - anything you own directly.

These assets are a part of your estate, whereas RRSPs and other registered plans need beneficiary designations because you don’t really own those accts. They are held in trust for you, so when the beneficiary dies a new beneficiary needs to be identified. As such, there is no need for any beneficiary designation - please consult a professional if you are concerned about how to list your addy assets in your will. We will work with the new owner on a case by case basis to transfer any funds held in the wallet and transfer any investments into addy properties.

 
Did this answer your question?
😞
😐
🤩