CLICK HERE TO REGISTER

Speaker:  Alexandre Papale | Manager, Tax Retirement & Estate Planning Services | Empire Life

The Tax-free savings account program began in 2009. While the contribution room for the first year was $5,000, it will be $88,000 in 2023 (for someone who was 18 or older in 2009).

What was initially a small component of financial and tax planning for clients has now become an essential planning tool. In this presentation, we will go further than looking at the basic aspects of TFSAs. We’ll also look at optimizing tax efficiency for couples, positioning assets and estate planning using TFSAs. We’ll look at these various aspects through case studies, making it easier for advisors to guide and advise clients.

CE credits pending

To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after viewing the webinar.