There’s a lot to consider when one’s retirement is nearing. Perhaps you are already retired and wondering if there’s more to consider. CI Investments TREP team of experts has put together a fantastic pre and post retirement planning checklist. Click the text below to read more! Retirement Checklist
Category: TFSA
The BEST (IMO) TFSA Contribution Room Calculator
Good Monday Morning, I get so many clients asking how much TFSA room they have available. If you were over 18 years of age when TFSAs were introduced in 2009, have never made a withdrawal and contribute nice round numbers, this is an easy task. However for any other scenario, it can be really difficult…