Saving money is an important step to meet your future goals. Whether it’s to put a down-payment on a house, fund your child’s education or go on vacation, having the money available to fund your goal is necessary. Often this saving is done in investment accounts.
New investment account inquiries to Apple a Day Financial are usually referred to one of the many professional investment-focused advisors in Victoria. At clients’ request, we can assist with non mutual-fund account openings, and will review portfolios as part of overall financial planning.
TFSAs (Tax-Free Savings Accounts)
RESPs (Registered Education Savings Plans)
RRSPs (Registered Retirement Savings Plans)
RDSPs (Registered Disability Savings Plans)
*A registered plan means that it is registered with the Canadian Government to be tax-sheltered as long as the money stays within that plan.