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Kelly Husky

Tel: 780-410-4470

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map

Other Locations

#30 - 4005 Clover Bar Rd
Sherwood Park, AB
T8H 0M4

8725 94 Street
Fort Saskatchewan, AB
T8L 4P7

422 10 Street
Wainwright, AB
T9W 1P5

Financial Planning

 

Achieving your financial goals doesn't happen overnight, it takes careful planning and execution. Financial planning is important as the process enables you to clearly identify your priorities and focus your resources on achieving your goals.

Retirement Planning

Registered Retirement Savings Plan (RRSP)
If you want to maximize the benefits of an RRSP, it is important to have a basic understanding of the regulations that govern them. This publication provides an overview of the current RRSP rules.

Achieving tax-efficiency in retirement requires a long-term vision, and goes beyond simply saving for retirement, learn more about this with the BMO Retirement Institute report
Mind your taxes in retirement


Tax Free Savings Account (TFSA)
Individuals, 18 years of age and older, can contribute $5,500 per year* to a Tax-Free Savings Account where the holdings grow and earn income tax-free. This may be a suitable savings vehicle for you, depending on your financial goals. Given the tax-free nature of the investment income and flexibility regarding withdrawals and re-contributions, there are many options to explore and take advantage of.

Education Planning
Registered Education Savings Plan (RESP) & Canada Education Savings Grant
An investment in your child's post secondary education is a gift that will benefit your child for the rest of his or her life. With the Canada Education Savings Grant, RESPs have become one of the best ways to save for your child's education. This article reviews the basic RESP rules and outlines the main features of the CESG.