Join us April 5th in Courtenay to look at how you can most effectively grow your TFSA.
We believe the Tax Free Savings Account was misnamed, and should have been called the Tax Free Investment Account. With today’s interest rates, having money in your TFSA which is only earning interest at a savings account rate, often in the 1% range is NOT the ideal way to use this account. Instead, we believe you should invest your best producing investments inside them. That is the easy part, at the event, we will look at:
Who’s TFSA to max out first?
Successor or Beneficiary – Which one is most advantageous?
How to legally increase your yearly contribution room.
Finally, we will have Scott Jeffrey from NationWide Self Storage coming to showcase an investment that generates above average monthly income with profit-sharing. This is a free event, coffee, tea, and goodies provided.
Johanna is passionate about money and investing. She has helped clients all over Vancouver Island develop their investment portfolios and has won numerous awards for her service and commitment to financial education.
Johanna’s dream is to empower clients to achieve financial freedom so they can enjoy everything that the island lifestyle has to offer. She explains it like this:
“I want to help people have power, confidence and peace of mind around their investments so that they go to bed at night feeling safe, knowing they are thriving. My job is to help people build their finances to create the life they want. We live in an abundant place, but a lot of people are at a loss as to how to tap into that. I’m committed to helping people live their dream.”
Johanna has a wealth of experience in real estate investing and private markets. Her jargon-free approach means you will get expert advice in plain English, allowing you to make informed decisions about where to place your money.