Savings
Saving is just as essential as insurance, if not more! Every adult should save money. Whether it's buying a house or preparing for retirement, the earlier you start, the better.
Savings
Free Consultation
Ensure your financial security and that of your family
Can you afford not to save? The answer is simple: no. As a financial security advisor, I know that true peace of mind can only be achieved when savings and insurance are at the heart of your priorities. It's about finding the right balance between these two essential pillars.
Based on your goals and unique financial situation, I develop personalized savings plans that match your investor profile and preferences.
With the many government plans and accounts available, the choices can seem complicated. Which savings account to choose? Where to start? Should I start now or wait?
Let me simplify the process and guide you through all these options!
Moreover
Types of savings accounts in Quebec:
Registered savings accounts:
- Take advantage of tax advantages such as tax-deferred growth (RRSP) or tax-free withdrawals (TFSA).
- Save for your children's education with RESPs
- Prepare to purchase your first home with a FHSA account
- Enjoy your retirement by exploring RRIFs
Non-registered savings accounts:
- Offers flexibility with no contribution limits or withdrawal restrictions.
- Contributions are made with after-tax income.
- Investment growth is subject to tax.
Choose the right savings strategy suited to your financial goals. Let me use my
8 years of experience exploring your options for a secure financial future.
Maximize Your Savings, Enhance Your Life!
Get personalized advice
My personalized solutions will help you save more and invest wisely. Book your free consultation now.