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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

Life Insurance Tax Rules Changing

Starting in January 2017, the allowable cash value build up under tax rules in life insurance policies will change.

Inheritance: The Solution to Your Financial Struggles?

If you are sitting neck deep in debt, living beyond your means, and still calm and collected about your own financial well-being, then chances are, you are one of the many millions of people expect

Top Retirement Tips

Convert RRSPs to income - Roger and Sarah, retired for several years, have delayed taking income from their RRSPs so they could enjoy the tax deferred growth as long as possible. They must start an income from their RRSPs before the end of the year they turn age 71.

Review investment portfolio - Joanne had been using investment funds to save for retirement. She had benefited over the long term by investing in equities, but wants a more income-oriented portfolio with less volatility for her retirement income needs.