Barry:            You probably thought I had forgotten about you!
I had not.
I wanted to       iron out some areas of concern from my end here.
As you know, I am not       supposed to do an investment for you while you are a resident of the       US.
I have discovered that if we put the money into an account and not       make moves on it until you move back to Canada, then we can do it if I       use a Canadian address.
I was advised to put the money into a balanced       fund and leave it there for now.
My thoughts are to move it to a       couple of funds in a self administered account and NOT make any moves       with it.
Please review this note, and let me know what you think.
If all is ok       I will mail you the forms to sign (which you signed here), and we will       get this moving.
Hope all is well with you down there.
Regards      Rob

Pension Rollover
Barry: You probably thought I had forgotten about you!
I had not.
I wanted to iron out some areas of concern from my end here.
As you know, I am not supposed to do an investment for you while you are a resident of the US.
I have discovered that if we put the money into an account and not make moves on it until you move back to Canada, then we can do it if I use a Canadian address.
I was advised to put the money into a balanced fund and leave it there for now.
My thoughts are to move it to a couple of funds in a self administered account and NOT make any moves with it.
Please review this note, and let me know what you think.
If all is ok I will mail you the forms to sign (which you signed here), and we will get this moving.
Hope all is well with you down there.
Regards Rob
account make moves mail forms money balanced fund review note let hope regards probably supposed investment resident use canadian iron areas concern barry