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TFSA versus RRSP:  What you need to know to make the most of them in 2023

TFSA versus RRSP: What you need to know to make the most of them in 2023

by Financial Tech Tools | Jan 23, 2023 | 2023, Blog, RRSP, Tax Free Savings Account

When looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. To assist you in understanding the distinctions, we will compare the following: The differences in...
2023 RRSP Marketing Package

2023 RRSP Marketing Package

by Financial Tech Tools | Jan 5, 2023 | Blog, E-Newsletter, RRSP, Uncategorized

As we start off a new year 2023, now is the time for advisors to reevaluate and refresh their marketing strategies. The past year has brought unprecedented challenges and changes, and it’s important to stay current and adapt to the evolving landscape. Whether...
2023 Financial Calendar

2023 Financial Calendar

by Financial Tech Tools | Jan 1, 2023 | 2023, Blog, Financial Planning, Retirement, RRSP, Tax Free Savings Account

Welcome to our 2023 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your...
Writing your biography (for advisors!)

Writing your biography (for advisors!)

by angelina | Jan 26, 2018 | Blog, Business Owners, Family, Financial Marketing, Financial Planning, Individuals, Retirement, RRSP, Sales Tools, social media, Websites

When I get started on a website, I always ask the advisor if they have a bio available.. The answer I usually get is.. “No but I’ll write one up-” and then weeks later it doesn’t happen. But that’s okay, it’s hard to write about yourself, especially when you’re trying...

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