Testimonial: Debbie McNamee

Posted on September 26, 2022September 26, 2022 by admin

I have been working with Andy for ten years now. Over that time, he has arranged a mortgage for me, helped me navigate the world of TFSAs and RESPs - both contributing and then withdrawing as my kids went to college - and managed my RRSP portfolio. I find him to be knowledgeable, helpful, and proactive in making sure that I am getting the maximum benefit from my investments, and I would highly recommend him. Debbie McNamee Burlington, Ontario

“Coles Notes” On A TFSA

Posted on May 12, 2016December 2, 2020 by admin

Tax Free Savings Accounts were created in 2009 as a way for Canadians to invest for their future. With the latest change in Government, Canadians can now contribute up to $5,500 per year in their TFSA. Here is what you need to know about a TFSA: 1) You are allowed to contribute up to $5,500 per year to an account. If you have not contributed previously you can contribute up to $46,500 into a TFSA in 2016. 2) A TFSA is not your typical "savings account". Many people are under the as...

RRSP Season Begins Today!

Posted on March 3, 2015December 2, 2020 by admin

RRSP season begins today...not next January or February! Did you wait until the last minute to contribute to your RRSP? January and February are traditionally the busiest months for RRSP contributions. Everyone scrambles to make a contribution before the March deadline in the hopes of reducing their income taxes. Reducing taxes is always a good thing but there is a smart way and a not so smart way to do this. A lifetime ago I worked in a local branch of one of the countries largest fin...

Welcome to my new web site!

Posted on September 26, 2014October 10, 2014 by admin

I’m happy to launch my new web site. Welcome! I need to thank Mandi Gould for all her hard work on developing this site. I think she did a great job and I could not have done it without her! If anyone out there is looking for a virtual assistant or event planner I would not hesitate to recommend Mandi. She delivered on everything she promised faster than I could keep up! Check out her web site at: http://mandigould.com Over the coming days, weeks, and months, I will be writing articles on ...