Toonie Talk – Optimizing the Retirement and Estate Planning
Toonie Talk – Optimizing the Retirement and Estate Planning
PRESENTED BY WEI WOO – INVESTMENT ADVISOR, RESEARCH CAPITAL CORPORATION.
When: Thursday, April 6, 2023 @ 10:00 am Where: WSAC board room Cost: Open to the public and free for WSAC members Register: Send an email to yu*****@we*******.ca OR CLICK HERE to register on myactivecentre.
The Tax Free Savings Account has been out since 2009, it is now 2023 and many retired Canadians are still confused about how to best use this tax saving investment shelter. What complicate matters further, is that depending on which financial representative of the bank you deal with, there seems to be multiple conflicting advice. Come join Wei Woo for clarifying the myths surrounding this account, as we discuss how to use this highly flexible account in maximizing your personal financial strategies during your retirement years as well for the final estate year.