- Owning an investment portfolio that provides an income for life.
- Achieving the five goals by managing the seven areas of money.
How are you doing?
Measure your progress with The Bluestone Hierarchy.
The TFSA is entering its 10th year. Allowable contribution amounts have grown to be substantial, so now this tax-free savings and investments account is a powerful financial planning tool.
NOTEWORTHY: According to Canada Revenue Agency by 2016 nearly 17 million Canadians had opened TFSAs, but only about 10% of them have contributed their maximum allowed.
We are here for you if you would like to chat about how a TFSA fits into your savings, investments, tax, education and retirement plans. The TFSA can be a powerful tool for achieving almost any financial goal.
This memo was prepared solely by Terry and Patty Rempel who are registered representatives of FundEX (a member of the Mutual Funds Dealers Association of Canada and the MFDA Investor Protection Corporation). The views and opinions, including any recommendations, expressed in this memo are those of Terry and Patty Rempel. Bluestone Financial is a personal trade name of Terry and Patty Rempel.