Tax free savings account (TFSA) holders who are currently being audited by the Canada Revenue Agency are being banned from making withdrawals as dealers are trying to limit their exposure and avoid being responsible for the tax bill.

Up until recently, retirement was simply thought of as the official end to the working life after which one would collect pension cheques and stay at home. However, with people living longer and wanting to fulfill their dreams and accomplish goals, we are seeing a shift in how people think about retirement.

Brigitte was a referral from a current client. She was handling her investments at her local bank branch. She felt overwhelmed with the investments that she had and was unsure about the type of investments that she should have. She realized that she needed some help.

A TFSA (Tax Free Savings Account) is a great way for Canadians to help save money for their financial goals in life. Introduced in 2009 by the Canadian government, the TFSA allows Canadians to invest their money while exempting their investment earnings from taxation.