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TFSA basics

TFSA basics

A Tax Free Savings Account is one of the most flexible tools for any financial goal, whether you are planning a vacation, buying a car, or building a long term nest egg.

If you are not using it, you might be missing out on a lot of potential wealth. If you have never opened a TFSA and have been eligible since 2009, your total lifetime contribution room could be up to $109,000 today. Plus, any growth or withdrawals from the account are completely tax free.

This breakdown covers the six essential facts you need to know about maximizing your room, handling withdrawals, and avoiding penalties.

Reach out if you want to review your investment portfolio.
What to do when stock market values are down

What to do when stock market values are down

When markets fall sharply, it’s natural to want to react. But many investors take a step back before making big moves with their money.

Here are a few things to consider before you act.


https://www.sunlife.ca/en/investments/what-do-you-do-when-the-stock-market-goes-down/


Let me know how I can help. https://advisor.sunlife.ca/isaac.oluwagbemi/

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