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How do I name a beneficiary to my WealthBar accounts?

To name or designate a beneficiary to a registered account opened at WealthBar, simply fill out a Beneficiary Designation form and mail the completed form to:

ATTN: Client Services
WealthBar Financial Services
490-1122 Mainland St.
Vancouver, BC
V6B 5L1

For RRIFs and TFSAs, you can designate your spouse or common-law partner as a successor to the account, however, you will not be able to also name other individuals as beneficiaries.

You will need to fill out one form per account, and a new form will need to be submitted if you wish to make any updates to your designations. 

The Beneficiary Designation form only supports registered accounts. Non-registered accounts can only be disbursed to your estate directly. 

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