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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
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What is an RESP?
An RESP is a tax-deferred account to help you save for a child’s or grandchild’s post-secondary education. Anyone can open an RESP and contribute money at any time, up to a lifetime total of $50,000 per child. Contributions aren’t tax deductible, but any investment income earned within the plan will be taxed only when it’s withdrawn. If that income is withdrawn to pay for the child’s education it will be taxed to the child, not to the contributor.
Through the Canada Education Savings Grant (CESG), the federal government will match up to 20% of your RESP contributions up to a maximum of $500 per child, per year, to a total of $7,200 per beneficiary, until they turn 17.
Please visit our new website: advisor.sunlife.ca/fieldviewfinancial/ Use the "Let's Connect" feature to contact an advisor that can answer all your questions.
An RESP is a tax-deferred account to help you save for a child’s or grandchild’s post-secondary education. Anyone can open an RESP and contribute money at any time, up to a lifetime total of $50,000 per child. Contributions aren’t tax deductible, but any investment income earned within the plan will be taxed only when it’s withdrawn. If that income is withdrawn to pay for the child’s education it will be taxed to the child, not to the contributor.
Through the Canada Education Savings Grant (CESG), the federal government will match up to 20% of your RESP contributions up to a maximum of $500 per child, per year, to a total of $7,200 per beneficiary, until they turn 17.
Please visit our new website: advisor.sunlife.ca/fieldviewfinancial/ Use the "Let's Connect" feature to contact an advisor that can answer all your questions.
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FieldView Financial Services would like to wish everyone a Happy Valentines Day.
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Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.
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Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
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As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice
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Canadians with an advisor gain 2x more assets over time.* Skip the DIY stress and use guidance to seize opportunities. I'm here to help create your personalized path to worry-free financial success. Partner right.
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
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It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
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Find out what you could do with your TFSA. We'll help you make the most of it.
Please visit our new website or use the QR code to contact an advisor by using the "Let's Connect" feature. An advisor will be able to answer all your questions.
advisor.sunlife.ca/fieldviewfinancial/
Please visit our new website or use the QR code to contact an advisor by using the "Let's Connect" feature. An advisor will be able to answer all your questions.
advisor.sunlife.ca/fieldviewfinancial/
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The New Year symbolizes a fresh start, offering an opportunity for reflection and setting new goals for personal growth and improvement. It is a time of celebration, hope, and connection with loved ones as people come together to welcome new beginnings and embrace the possibilities ahead.
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FieldView Financial, would like to wish;❄️
MERRY CHRISTMAS TO ALL AND TO ALL A GOOD NIGHT🎄
MERRY CHRISTMAS TO ALL AND TO ALL A GOOD NIGHT🎄
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JOKE MONDAY🎅🏼
How is Christmas exactly like your job?
You do all the work and some fat guy in a suit gets all the credit🎄
How is Christmas exactly like your job?
You do all the work and some fat guy in a suit gets all the credit🎄
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Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan. https://advisor.sunlife.ca/fieldviewfinancial/
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JOKE MONDAY😁
I don't understand how a cemetery can can it's funeral prices and blame it on the cost of living.
I don't understand how a cemetery can can it's funeral prices and blame it on the cost of living.
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How True🥳
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JOKE MONDAY😁
If anyone gets a message from me about canned meat, don't open it.
It's spam.
If anyone gets a message from me about canned meat, don't open it.
It's spam.
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Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.