MONEY ADVISORS INC.

Tax-Free Savings Account (TFSA)

Our Money Advisors team can help you for your taxes making sure you tax savings are maximize.

TFSA is a unique savings program (beyond RRSPs) to help you

A Tax-Free Savings Account (TFSA) is the biggest innovation to encourage personal savings since the creation of the Registered Retirement Savings Plan (RRSP) by the Government of Canada.

  • Save money to pursue personal projects, tax-free
  • Protect income generated by fund earnings (existing investments, investment income, inheritances, donations) that you would like place in a tax shelter
  • Maximize your savings with retirement in mind

Mutual Funds provided through Carte Wealth Management Inc.
Insurance and segregated funds provided through PPI and Money Advisors.

WE ARE MONEY ADVISORS

Take Your Financial Plan to New Heights!

Think about your goals and call for a meeting!

Your potential is unlimited. It depends on you. How far do you want go?

Cathie Orfali

The secret of getting ahead is getting started.

Mark Twain

Money Advisors Inc.

235 Montreal Rd. Suite 100
Ottawa, ON
K1L 6C7
(613) 695-7526

Useful Links

©2022 MONEY ADVISORS INC. – CANADA | ©2022 DESIGNPLEX.CA. ALL RIGHTS RESERVED