Money Facts 2020

A Tax-Free Savings Accounts (TFSA) is a flexible savings account. Learn the basic facts about this savings tool.

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates.

I often have the “investment risk” conversation with clients approaching retirement age. Traditionally, this has meant telling clients that it’s time to move into lower-risk investments.