Jamie Thomas

Investment Advisor

Tel: 204-571-9016
Fax: 204-571-9029
Toll Free: 1888-833-0400

Address

BMO Nesbitt Burns
2412-C Victoria Ave
Brandon, MB
R7B 0M5
Map

Contact Me

Tax Free Savings Accounts

Beginning in 2009, individuals 18 years of age and older*, can contribute up to $5,000 per year to a TFSA where the holdings grow and earn income tax-free.

The TFSA may be a suitable savings vehicle for you, depending on your specific financial plan. Given the tax-free nature of the investment income and flexibility regarding withdrawals and re-contributions, there are many options we could explore and take advantage of.

The savings you build in the TFSA can be used at anytime and for multiple purposes – it’s completely up to you! Whether you have short, medium or long-term savings goals, such as saving for a special purpose or supplementing your other tax sheltered plans, I can help determine the right solution for you.

Please feel free to contact me about how a TFSA can complement your overall wealth management plan or to set up your TSFA today.

*For BMO Nesbitt Burns, TFSA account holders are required to be the age of majority to open a TFSA – for some jurisdictions (B.C., N.S., N.B., Nfld., Yukon, North West Territories, Nunavut) the age of majority is 19