February 12, 2016

TFSA’s are a great vessel in which to help achieve your personal saving goals, but they can also be confusing.

The team at the Ostic Financial Group understands this, which is why they work with individuals and families in Guelph, Elora, Fergus, and Shelburne to make sure that they understand how to take full advantage of the benefits that a TFSA can offer.

If you’re thinking about opening at TSFA, take the time to read over our TFSA Plan Overview (https://local-insurance.ca/wp-content/uploads/2014/07/tfsa-facts.pdf). This will provide you with answers to some of the most important questions, like who is eligible for a TFSA, how much can you contribute to a TFSA, and more.

When you book a financial planning appointment with one of our team members, we will help to answer any remaining questions you have and to develop a personalized plan of how to strategically use your TFSA to reach your saving goals quicker.

To book an appointment with our financial planner in Guelph, Elora, Fergus, or Shelburne, visit: https://local-insurance.ca/local-insurance-financial-services/financial-strategies

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