at 4295 King Street East, Suite 301 , N2P 0C6
An Investors Group FinanciaI Services Inc. Consultant focusing on a holistic, planning-based approach in guiding clients to reach their financial goals.
At Investors Group, we know good financial advice is more important than ever. We take a long-term approach to planning. We believe with a detailed plan, reviewed and updated regularly, you'll have the financial resources to realize your goals and stay on track. We believe building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we'll work with you to develop a plan to help get you there.
Tax tip #3: All non-registered assets in your portfolio are subject to tax. However, there are effective ways to benefit from tax deferrals.
Tax tip #2: Tax-free savings accounts (TFSA) - Yes, they really are tax-free. Contributions to a TFSA are not deductible for income tax purposes, however when amounts are withdrawn, proceeds are tax-free.
Tax tip #1: A registered retirement savings plan is a tax deferred investment which can reduce your taxable income.
When it comes to your money? What would you like to learn more about? Post the topic, and I'll do my best to give you what you're looking for! RESP info? CPP? Pensions? Critical Illness insurance? I look forward to seeing your posts!
Does having a financial plan make you feel confident about retirement?
Looking forward to "Getting Naked" at TheMuseum in downtown Kitchener. The new exhibit is unveiled tonight!
Investors Group presents Grandparent Thursdays at THEMUSEUM in downtown Kitchener. Grandparent receives free admission when accompanied by their grandchild. Please check TheMuseum website for times as they are changing exhibits and will be closed for a few days during the transition.
Time is running out if you need/want to make a contribution to your RRSP for 2014! Do you need to contribute to your RRSP? (Don't forget about those repayments for the Home Buyer's Pan as well!)
Looking forward to meeting everyone at tonight's "Women & Money" seminar! We are at capacity! If you couldn't make it tonight and are interested - please let me know.
Are you a mom? Do you have aging parents? As a woman, we have additional financial considerations to plan for, and of course, many of us are too busy taking care of everyone else to sit down and make sure our needs are covered. Sound familiar? I still have a couple of spots open for my "Women & Money" seminar tomorrow night. I'll explain some of the pitfalls to watch out for and how you can protect you and your family. This is a free meeting you won't want to miss! Message me to reserve your spot!