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Category: TFSA

Budget 2015 Highlights

May 18, 2015Finance, Retirement Planning, Tax Planning, TFSABelvedere Financial

On April 21, 2015, Finance Minister Joe Oliver tabled his first federal budget.  The provisions of the budget will be of particular interest to owners of small and medium sized businesses, seniors and families with children.  As well, those looking…

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TFSA or RRSP?

February 10, 2015Finance, Investing, Retirement Planning, RRSP, TFSABelvedere Financial

One of the most common investment questions Canadians ask themselves today is, “Which is better, TFSA or RRSP”? Here’s the good news – it doesn’t have to be an either or choice.  Why not do both? Below are the features…

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Are TFSAs only good for the rich?

January 20, 2014Featured Articles, Finance, Investing, TFSABelvedere Financial

by Larry MacDonald for Money Sense Magazine At the start of the year, the annual contribution limit for Tax-Free Savings Accounts rose by $500, allowing Canadians to shelter $5,500 in investments from tax each year, in addition to whatever RRSP…

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A New Year’s Resolution You Shouldn’t Break – Saving For Retirement!

January 20, 2014Finance, Investing, RRSP, TFSABelvedere Financial

Many of us set New Year’s resolutions for ourselves and often those resolutions have to do with finances. January is the month we say, “Ok, this year I am going to save more and spend less”. This article won’t tell…

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Recent Posts

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  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
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Contact Us

Alex Chan, RHU, CHS, CFSB, CPCA, EPC, CFP, CLU | Certified Financial Planner & Chartered Life Underwriter

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About

Alex was born in Hong Kong and moved to Vancouver BC at the age of two. Soon after attending Simon Fraser University, he entered into the Life Insurance Business as a career agent with Manulife Financial. Having had a successful start with many Million Dollar Round Table level production years in the agency system, Alex joined an independent Managing General Agency (MGA) as an advisor, manager and later as a partner.
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