Tax Free Savings Accounts (TFSA)

Determining the right mix of savings between TFSA, RRSP, and employer pension

by Bev Moir on February 18, 2011

In the second video of our series, Scotiabank Retirement Expert Bev Moir answered a question from Chris Gillis on how one can determine the right mix of savings – between TFSA, RRSP, an employer pension – also factoring in OAS and CPP. Watch Bev’s response and post your retirement planning questions here on our Wall. [...]

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Tax-Free Savings Accounts (TFSA)

by Bev Moir on December 6, 2010

Introduced in 2009, you can contribute $5,000 each calendar year. That means you could have contributed $10,000 by now and, as of January 2011, you can add another $5,000. The TFSA is a flexible and versatile account offering tax-savings benefits for Canadians over age 18. All income, (interest, dividend, and capital gains) in your TFSA [...]

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Financial planners gear up for launch of the new Tax Free Savings Accounts

by Bev Moir on December 8, 2008

From the Insurance Journal by Red Bolton Financial planners across Canada are eagerly awaiting the Jan. 1, 2009 launch of the new tax-free savings accounts (TFSA). “We’re anticipating quite a rush, quite a demand to open in January,” says Bev Moir, a senior wealth advisor with Scotia McLeod. Ms. Moir has already made the necessary [...]

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An Update from The Moir Team – Fall 2008

by Bev Moir on September 10, 2008

Important News About the Moir Team We have some good news to report! Ingrid Sojka, my Administrative Associate, is expecting her first baby! It’s a very exciting time for her and her husband Jan. The baby is due October 25th; the not so good part of the message is that Ingrid’s last day in the [...]

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Tax-Free Savings Account (TFSA)

by Bev Moir on September 10, 2008

A Savings Plan for All Canadians for Their Future The Government proposes to reduce the taxation of savings through the introduction of a Tax-Free Savings Account (TFSA) How the Tax-Free Savings Account Will Work

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Upcoming Seminars & Media

by Bev Moir on May 5, 2008

CP24 Tuesday May 20th at 2:45 p.m. on “Spring Cleaning” your financial affairs June 3rd “Elder Care: What You Should Know” with Audrey Miller, MSW, RSW, CCRL – details & invitation (pdf) Savvy financial advice for using a tax refund: pay down non-deductible debt contribute to your RRSP or your child’s RESP hold the money [...]

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