Description
Please join us for a very informative and interesting session which will cover some very current topics that can/will effect everyone:
Retirement planning/RRSP
10-point tune-up for your RRSP strategy – Nothing stays the same; keep up with the constant change since the economy will change, new investment vehicles will become available, new markets may open up and your goals and objectives may change.
Tax-Free Savings Account (TFSA) – Maximize your tax savings
This portion explains how the TFSA works, contribution limits, qualifying criteria and other important details. It provides examples comparing financial outcomes of a TFSA to regular and tax-preferred non-registered investments, RRSPs, RESPs and mortgage payments.
Semi Annual - Economic & Performance Commentary
The final portion of this presentation discusses and helps with understanding recent performance results of financial markets. It looks at current economic data and market analysis. It also looks at investment performance as well as performance expectations