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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

Federal Budget Impacts Investment Taxation

The recent Federal Budget included measures to close a favorable tax rule for investors in investment accounts or through corporations, trusts and holding companies, who have proposed rules to curb

Financial Future Worries?

If you are concerned about your future finances, you are certainly not alone as noted in a global survey of 19,000 adult in over 19 countries (including Canada).

Asset or a Liability?

Some years ago, Roy and Mary bought a cottage at the lake in their home province for about $50,000 and today it is worth about $750,000. Over the years, they have spent about $100,000 on improvements to the property and they kept all receipts to prove it. Roy and Mary, like many, think that it will be easy to pass the cottage on to their children and grandchildren. It may be far more costly than they think.

Roy and Mary mistakenly believed that they could simply gift the cottage to their children and postpone taxes on the gain. While the property can be gifted to a spouse or rolled over tax-free on death to the surviving spouse, when it transfers to children or grandchildren, taxes on the gain in value will be due.

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