Hi Allen,
I am fortunate that these are in either TFSA's or RSP's and are non-taxable until withdrawn. (Tax Free Savings Account and Registered Savings Plan). These are the main Canadian tax shelters.
I expected this might happen, but I have a fair bit of time before I need any of this cash. I also don't have any concerns about the quality of these investments. I'll get there, but I will "jiggle" it a little to get it there. Just always looking for ways to minimize any pain. If the exchange rates were better, a move into USD denominated vehicles would be good, but the rates are currently below average so I need to continue to wait it out. The problem of CDN income and USD expenses.
You can't really expect a broker/advisor to do the jiggling though. Not with the relatively small amount I have to work with. I have the time and most of the skills to do this and now I work a lot cheaper than they do. I do appreciate the input.
Marv
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