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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

It's One Economy

During the depths of the credit crisis of 2008, a commercial real estate agent (who dealt with office buildings and industrial buildings) noted what a shame it was that the public stock markets were doomed. He implied real estate offered better stability and prospects as an alternative investment.

Wealth Transfer Tips

Slowly but surely wealthy Baby Boomers’ thoughts are turning towards their own mortality as they watch their parents age and pass away. Much as they would like they cannot escape the inevitable march of time. And with that realization comes the task of preparing to pass along the family jewels and wealth to the next generation(s).

When Should I Start Receiving CPP?

The rules for the Canada Pension Plan allow you to start receiving retirement benefits as early as age 60 instead of waiting until age 65. You can also choose to wait until age 70. You lose about one half of one percent of the age 65 pension for each month you start before your 65th birthday, or gain it for each month it is delayed.

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