Toonie Talk – Retirement and Estate Planning Benefits of a TFSA (Calendar)

Toonie Talk – Retirement and Estate Planning Benefits of a TFSA (Calendar)

PRESENTED BY OUR FRIENDS OF WSAC PARTNER | RESEARCH CAPITAL CORPORATION
WEI WOO – INVESTMENT ADVISOR (CIM, EPC) 

When: Friday, March 20,  2026 | 10:00 a.m. to 11:30 a.m.
Where: Board Room, WSAC (9629 – 176 St, Edmonton, Alberta T5T 6B3)
Cost: free for WSAC members, $3.00 for non-members
The Tax Free Savings Account has been out since 2009, it is now 2026 and many retired Canadians are still confused about how to best use this tax saving investment shelter.  What complicates matters further, is that depending on which financial representative of the bank you deal with, there seems to be  multiple conflicting advice, especially regarding the estate planning side of it.
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 as the final estate year.

SIGN UP NOW!

Call our Front Desk 780 483 1209
Send an email to ch****@*******rs.ca
Click HERE to register on myactivecentre

Date

Mar 20 2026

Time

10:00 am - 11:30 am
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