-A +A

Welcome

Tax Free Savings Account – Guide and Strategies

This site is a resource containing easy to use financial calculators, a signup for free monthly e-newsletters keeping one up to date with a changing financial and tax environment, commentary, and hundreds of indexed articles.

The new Tax Free Savings Account allows everyone over 19 years old to contribute $5,000 per year into a tax free account. Clients can also access their portfolios online.

We work with clients to create a plan that will assist them in achieving the goals that are important to them such as creating a comfortable retirement while providing financial protection from unexpected life challenges or events. Financial plans which we design may include investing, tax planning, asset allocation, risk management, retirement planning, education funding, receiving a retirement income, corporate planning, estate planning and insurance.

We believe in long term, trusting relationships with our clients and take the time to ensure that there is a comfort level with the plans. If these are the types of services you are looking for please contact our office at (403) 228-7966 for more information.


Recent Articles

World Reserve Currency Regime

Canadians, like many nationalities, have a home bias when it comes to investing.

Millennial Money Mistakes

Not Taking Saving Seriously

At the dawn of the millennium, there has been an alarming trend of “millennials” (people who have reached adulthood after the year 2000), who have not been gro

Redefining Retirement

Retirement used to mean a gold watch, a pension and spending time on hobbies or new pastimes. For some this may still be true, but times have changed and there are new realities that will affect how retirement will look in the future.

The largest segment of the population in Canada today, the "Baby Boomers", started retiring in large numbers a few years ago. Those born in 1947 are considered the first Baby Boomers and they reached age 65 back in 2012. Many were in position to retire immediately while some of their peers have had to postpone or scale back their retirement plans.