I have other investments and want to know how the MD TFSA fits.
Your MD advisor can provide the advice you need to fit this investment vehicle into your portfolio in a tax-efficient way. Advice like:
Evaluate your options
Do you open a TFSA instead of contributing to an RRSP or RESP? Do you move money into a TFSA from an existing non-registered account? Your MD advisor will help you look at your overall portfolio and suggest where an MD TFSA fits, ensuring it is consistent with your risk tolerance and overall financial goals and objectives.
Balance your assets
Where you hold fixed income and equities is essential to a tax-efficient portfolio. Your MD advisor will help you take advantage of an MD TFSA, while maintaining an optimal asset location.
Make an MD TFSA part of your retirement plan
The MD TFSA provides a way to invest excess RIF and pension payments and have them grow tax-free. Your MD advisor will work with you to determine the best allocation of excess funds and build a pre-authorized contribution plan.
Contact your MD advisor today to book an appointment or to request that an application be mailed to you.
