Low Financial Services Inc.
Area(s) served: Muskoka, Ontario
We look at the big picture
At Low Financial Services, our top priority is helping you achieve a lifetime of financial security. We understand that your goals and needs are unique, so we take a personalized approach to provide you with tailored advice and solutions.
With a focus on holistic planning, we'll work closely with you to create a comprehensive plan that supports your financial well-being now and into the future. Whether you're a female head of household, young family, small business owner, or just starting out, we're here to empower you to feel confident in your financial decisions.
We provide advice that you can trust.
Our transparent and goal-oriented advice, combined with our step-by-step process, ensures that you're on the right path to meet your needs.
We'll provide you with insights and options to keep you informed and on-track, leveraging a mix of investment and insurance solutions.
Where do we start?
Serving the Muskoka region, including Bracebridge, Huntsville, Bala, and Port Carling, as well as surrounding areas, we're dedicated to helping you achieve a lifetime of financial security.
Contact us today to book your in-person or virtual appointment and take the first step towards a confident financial future.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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A TFSA is actually designed to hold investments! Not just cash.
Why does that matter? 💭
$100,000 in cash earning 2% for 20 years
= $148,595 in a high-interest TFSA.
$100,000 invested earning 7% for 20 years
= $386,968 in a market based TFSA.
That’s a difference of $238,373 — completely tax-free.
Inside a TFSA you can hold:
• ETFs
• Stocks
• Mutual funds
• Bonds
• GICs
• Segregated funds
Yes, cash is allowed… 👌🏼 but using a TFSA like a bank account can mean missing out on the power of tax-free growth long-term.
Your TFSA investment holdings should match your risk tolerance, goals, and timeline. 📈 But for long-term goals, growth really does matter, and the TFSA is a tool you may want to consider as more than just a savings account.
Follow for TFSA Rule 3️⃣!
(Missed Rule #1? Go back one video.)
If you’re planning a withdrawal and it’s near year-end, timing matters ⏰
Withdraw Dec 31 → recontribute Jan 1
Withdraw Jan 1 → wait until the following year
Same withdrawal. 🗓️A 365-day difference in opportunity.
Follow for Rule #2 and #3 that every TFSA holder should know. 👀
#TFSA #CanadianFinance #MoneyEducation #InvestSmart #WealthStrategy #FinancialLiteracy
Got travel plans? Don’t forget health insurance
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