Tel: 604-514-1925
Fax: 604-514-1927

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BMO Nesbitt Burns
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
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Tax Free Savings Accounts

Since 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 unused amounts from your annual contribution limit carry forward indefinitely for future use.

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 TFSA today.

Tax Free Savings Account