January 2021
Book a Meeting
 
banner
 
 
 

Your TFSA in 2021. What Can You Contribute?

When it comes to flexible investment tools, there’s nothing quite like a Tax-Free Savings Account (TFSA). This registered account allows you to hold not just savings but also investment equities like stocks, bonds, mutual funds and GICs.

All of your investments grow tax-free in a TFSA. What’s even better? You’re not taxed when you make withdrawals, and you can reinvest that amount in future years.

If you’re thinking about contributing to a TFSA in 2021, that’s excellent news. However, you may be a bit confused about how much you are allowed to ...

Continue...
 
 
Our Website Client Login
 
 

Post-Holiday Debt? You’re Not Alone

"This is the last time I’m starting a new year saddled with credit card debt," says Tiffany, a 48-year-old computer analyst. "I’ve said this every January for the past five years. This year, I’ve got to keep this promise to myself. I don’t want to spend another 12 months catching up, only to fall behind all over again. I can’t take this stress anymore."

Tiffany’s resolve for a healthier financial future isn’t...

Continue... Easy Print
 
 
 

Helping Adult Children Buy A Home

With the average price of a home in Canada costing roughly $530,000 in 20201, it’s getting harder for first-time buyers to enter the market. This is likely why a growing number of parents are stepping up to help their adult children purchase a home.

While it’s admirable to offer this level of support in an increasingly expensive world, it’s also a complex decision that both parents and their adult children should...

Continue... Easy Print
 
 
 
I have not failed. I’ve just found 10,000 ways that won’t work.
 
Thomas A. Edison
 
 

This newsletter was prepared by AdvisorNet for the benefit of Joe Crawshaw who is a registered representative of HollisWealth® (a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada). This newsletter is not a publication of HollisWealth and the views and opinions, including any recommendations, expressed in this newsletter are those of Joe Crawshaw and not those of HollisWealth. ® Registered trademark of Industrial Alliance Securities Inc., used under licence.

 
HollisWealth, a division of Industrial Alliance Securities Inc.
202B - 2276 South Island Highway - Campbell River, BC V9W 1C3
Ph: (250) 923-5100