Action idea – Invest more aggressively in TFSAs

September 6, 2013 | Last updated on September 6, 2013
1 min read

Need to get your client thinking about investing more aggressively with TFSAs? Try these tips.

Review client files to determine which of them own private placements (and ask any who you know invest with other advisors or as a DIY effort if they own any of these instruments). For those who answer yes, send them this article TINYURL, and then arrange a meeting with a tax expert, or advise they talk to their own, about how to shelter the investment inside a TFSA.