Friday, 1 April 2016

Net Worth Update - April 2016

          CIBC Chequing          $1414.22
          CIBC Savings                    7.17
          Tangerine Saving           5064.42
          Tangerine TFSA           1208.55
          Tangerine Growth          2121.42
          CIBC IE                       3035.46
          CIBC RRSP                 4069.79

     Credit Cards
          CIBC Dividend            $155.45
          CIBC Classic                    0.00

Net Worth                         $16765.58



  • Large amount of cash was transferred to Tangerine Savings due to the promotional 3% interest rate offered on new deposits.
  • Require sufficient cash reserve to cover tuition fees come fall.


  • Tangerine mutual funds were purchased a few years ago, intending upon selling in order to put the money to better use in my self-directed portfolio
  • Investors Edge porfolio mainly consists of blue chip Canadian equities.
  • RRSP is held with CIBC in a savings account, which is not the best of ideas. Looking to transfer it to a brokerage in the near future.

Credit Cards

  • No actual debt, use card for regular bill expenses and pay in full at end of month.

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