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Hubert Financial. Everyone still happy?
February 26, 2017
5:32 pm
2of3aintbad
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February 24, 2015
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A while ago, I set up a direct deposit with PCF for some bonus which I have forgotten. I regularly transfer to other instituitions, so I really have no need to keep dealing with them. Is there anyone offering, or likely to offer, a bonus for switching direct deposit?

February 27, 2017
2:53 pm
Loonie
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October 21, 2013
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Tangerine has sometimes offered this.

You can always ask whichever FI you are interested in. The worst they can say is "no".

March 6, 2017
12:49 pm
MillerCK
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March 4, 2017
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Meridian has a couple promotions. These, to me, seem to favor new customers over existing, and so I think yours is the correct approach, 2of3: flit around like a bee from flower to flower.

March 9, 2017
11:59 am
Brimleychen
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September 5, 2013
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I remember someone mentioned here before for us to double check the beneficiary designation in hubert. Here is the reply from hubert via email. I applaud Hubert with the email confirmation:

We received your designation of beneficiary for your TFSA and RRSP contracts and we have updated our records. Let me know if you need anything else I’m happy to help!

If you have any questions we are more than happy to answer them. We can be reached at 1-855-4HUBERT (1-855-448-2378), by email at hubert@happysavings.ca or by online secure chat at http://www.happysavings.ca.

Sincerely,

Hubert

March 9, 2017
12:36 pm
Loonie
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October 21, 2013
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I haven't had a problem with Hubert re: beneficiary and don't remember one being reported - although perhaps I have forgotten something. The form is on their website, you can down load it and send it in. I did have an issue with Peoples Trust though.

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