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Join Portfolio Managers Maria Dawes and Janet Kim Sing as they deconstruct the Tax Free Savings Account and share their insights on the fundamentals and the keys to understanding how they should be used. capstone-assets.shp.so/a/ieGj3w
What are some common mistakes when it comes to the TFSA?
a) Not knowing the contribution rules
b) Not knowing the withdrawal rules
c) Not knowing how to maximize the benefits of the TFSA
d) All of the above
To discover the benefits and pitfalls of the TFSA, stay tuned …
As inflation continues to push higher, join Portfolio Managers, Janet Kim Sing and Maria Dawes on this edition of Your Wealth Matters, as they provide a primer on the different types of inflation and what they mean. capstone-assets.shp.so/a/TfQxX8
“What type of inflation are we currently experiencing?
A. Hyperinflation
B. Stagflation
C. Cost-push inflation
D. All of the above
To discover the different types of inflation and the potential implications of an inflationary environment, stay tuned for our next …
What are some considerations that should be paid when entering the ‘distribution phase’ of the life cycle?
A. The potential for pension income splitting
B. Timing of when to take CPP and OAS
C. Adjusting a portfolio’s risk profile appropriately
D. All of the above …
On which type of accounts can I designate beneficiaries?
A. Open/non-registered accounts
B. RRSP’s, RRIF’s and other registered retirement accounts
C. TFSA’s
D. All of the above
To discover the impact and implications of interest rates on your portfolio, stay …
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