Many Canadians facilitate their retirement by downsizing their home. But after the sale, they are often left with more money than they can tax-shelter in their RRSP and TFSA, so their new nest egg is exposed to tax. This can eat away a large portion of their retirement savings.

The solution? If you can’t tax-optimize the ACCOUNT, tax-optimize the HOLDINGS with Corporate Class and/or T-Series Mutual Funds. We’ll show you how.

Resources:

• Article: Downsize & Live Off the Proceeds

• Investor Webinar: Tax-Smart Income

  • Wed May 8, 12pm

  • Request a custom webinar time

• Book a No-Charge Consultation