Please contact me to discuss how the TFSA may fit into your financial plan and complement your overall wealth management needs. Some more helpful information about TFSAs:
The TFSA provides a tremendous opportunity for Canadians to save for their financial goals, including retirement, home down payment, renovation or school tuition, plus many other short, medium and long-term goals. TFSAs are expected to have broad appeal to many; however their role in a financial plan relative to other government sponsored savings vehicles will depend on your age, taxable income and financial objectives. Questions regarding saving for various goals using a TFSA, RRSP or RESP or to transition assets from a RRIF/LIF to a TFSA need to be given careful consideration and I am committed to helping you with these decisions.