Skip to main content

Tax Efficient Strategies in Retirement

Tuesday, November 19th, 2024
12:30 p.m. – 1:30 p.m. with Fidelity’s Michelle Munro.

Join Wealth by Tandia and Michelle Munro, Director, Tax and Retirement Research from Fidelity Investments Canada for an insightful presentation examining tax-efficient strategies for retirement, including an overview of how different types of investments and savings vehicles are taxed. Topics covered will include deciding whether to invest in a TFSA or an RRSP, an update on federal government policy and tax changes, pension income splitting, and considerations for deciding when to begin taking Canada Pension Plan payments. Mark your calendar and join us for this informative overview you won’t want to miss.

RSSPs and RIFFs

Time goes faster than you think...

Saving for retirement can never happen too soon. Registered Retirement Savings Plans (RRSPs) are an essential part of a rounded portfolio that ensures you have a secure financial future. Registered Retirement Income Funds (RRIFs) are a popular form of retirement income.

Tandia has a number of safe and secure RRSP and RRIF investment options available.

We invest in you

Giving back generously to our community to make a positive financial, social and environmental impact is an important part of what Tandia stands for.

Find out more about our current project and programs.

Listen to our weekly Podcast that answers all your burning questions about money. We’re here to make money more relatable, with take-action tips to help you create the life you want.

We will help you tackle those financial problems, look at your goals and help you define your financial journey. Start listening!

 

Meet with a financial expert

Our representatives are ready-when-you-are to help with investment questions, advice and solutions. We can meet you where and how you want to meet. We are available by email, by phone, in person, or by video conferencing.

Select Image