Tax-free savings accounts at FINAXIA

Maximize your savings with FINAXIA and the TFSA

At … ‘s house FINAXIEyour trusted insurance agency in Quebec, we understand the importance of planning and maximizing your savings. One of the most powerful tools at your disposal is the TFSA – Tax-Free Savings AccountFind out how this product can help you achieve your financial goals while benefiting from significant tax advantages.

What is a TFSA?

THE Tax-Free Savings Account (TFSA) is a registered account that allows Canadians to earn tax-free interest, dividends or capital gains. Since its launch in 2009, the TFSA has become a popular choice for those looking to save money flexibly and efficiently.

Advantages of the TFSA

1. Tax savings: Income earned in a TFSA is tax-free, which means you can grow your savings without having to pay tax on the income generated.
2. Flexibility: You can withdraw funds from your TFSA at any time without penalty or impact on your taxable income, making it a great option for emergency savings or short-term projects.
3. Annual contributions: You can contribute up to a maximum annual amount set by the government. In addition, unused contribution room can be carried forward to subsequent years.
4. No impact on government benefits: Withdrawals from your TFSA are not considered income and therefore do not affect your eligibility for government benefits such as Old Age Security or the Guaranteed Income Supplement.

Why choose FINAXIA for your TFSA?

At … ‘s house FINAXIEWe are committed to providing our customers with savings solutions that are tailored to their needs. Here’s why you should consider managing your TFSA with us :

• Local expertise: Our Quebec-based team understands the specificities of the local market and can provide you with personalized advice to maximize your savings.
• Exceptional customer service: We pride ourselves on providing quality customer service. Our advisors are available to answer all your questions and help you make the best financial decisions.
• Diversified products: In addition to the TFSA, we offer a full range of savings and investment products to meet all your financial needs.

How to open a TFSA with FINAXIA?

Open a TFSA with FINAXIE It’s quick and easy. Follow these steps to start saving today:

1. Contact us: Call our office or visit our website to schedule an appointment with one of our financial advisors.
2. Assessment of your needs: During your appointment, we will assess your financial goals and recommend the best investment options for your TFSA.
3. Account opening : We’ll walk you through the account opening process and help you transfer funds to your new TFSA.

By choosing FINAXIE to manage your TFSAYou’re taking a step toward a stronger, more secure financial future. Don’t miss the opportunity to maximize your savings. Contact us today to learn how we can help you achieve your financial goals.