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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

The Either / Or Financial Decision

When it comes to making financial decisions most people focus on either/or scenarios; they make tactical decisions that may or may not reflect a larger financial planning or wealth accumulation context.

Thinking Like the Rich

There are some things that the rich do and the way they think that makes them different from you and me. These habits contribute to their ability to build and maintain long-lasting wealth and financial independence across several generations.

Naming Beneficiaries for Your RSPs

Most people list tax elimination or minimization as a top priority in their estate plans. For most, Registered Savings Plans (RSPs), which includes RRSPs and RRIFs, are one of their most significant assets. Most RSP accounts hold investment funds or securities that are very liquid, often accessible within a few days.