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Tag Archives: tax free savings account

Clearing confusion about the Tax-Free Savings Account

24 Nov

What’s in a name? With recent reports suggesting that one in three Canadians are concerned about their finance due to the pandemic, Financial Literacy Month is a good opportunity to review how the flexible Tax-Free Savings Account can serve you … Read More »

Newsletters, Uncategorized #financialadvisor, assante capital management, Financial Literacy Month, tax free savings account, TFSA

Spousal RSP’s have advantages worth considering

12 Apr

To split or not to split – Spousal RSPs have advantages worth considering If you are single, the tax system offers you limited ways to lower your income. You can contribute to an RRSP for a possible tax refund; you … Read More »

Newsletters financial advisor, income splitting, RRSP, RSPs, Spousal RRSP, Spousal RSPs, tax free savings account, tax refunds

Tax Free Savings Accounts

20 Oct

Should the Tax Free Savings Account be renamed? Explaining the TFSA is a conversation I often have with clients and prospective clients. The TFSA is one of the most misunderstood investment plans and I believe it is because the name is … Read More »

Certified Cash Flow Specialist, Newsletters cash flow management, cash flow plan, cash flow planning, tax free, tax free savings account, tax free savings plan, TFSA

Certified Cash Flow Specialist

As a Certified Cash Flow Specialist™, I provide clients in the GTA with strategies to manage their cash flow to create wealth at all stages of their lives. My clients are smart people who make good money yet are concerned about accumulating debt. They want to get more life out of the money they already have so that they and their families have a solid plan for a prosperous future.

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Recent Posts

  • Clearing confusion about the Tax-Free Savings Account
  • November is Financial Literacy Month
  • Managing your money during COVID-19
  • New Year’s Resolutions To Make Now—plus what’s new in investing for 2020!
  • The 2019 Tax Year Countdown Is On!

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Privacy Policy® The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under licence. Assante Capital Management Ltd. Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada. For important legal and regulatory disclosures visit Assante's legal page.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.
This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see me for individual financial advice based on your personal circumstances.
The opinions expressed are those of the author and not necessarily those of Assante Capital Management Ltd.

The Assante website has excellent Tools and Solutions you can use as a starting point for your own financial planning calculations on savings and investments, taxes, retirement planning, etc.

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