How to Tackle Your Finances in 2024!
A new year means a fresh start for your finances. It’s the PERFECT TIME to look at where you’re at and where you want to go.
Introduction: 0:00
Reviewing Your Financial Goals: 0:11
Update Income and Benefits: 0:39
Smart Saving Strategies: 1:23
Balancing Investments: 2:09-2:40
Optimizing TFSA and RRSP Contributions: 2:41
Insurance and Estate Planning: 4:14
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Jacqueline Ozdemir is a Financial Advisor at Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. Insurance products and services are provided through Assante Estate and Insurance Services Inc.
This material is provided for general information and should not be considered individual investment, tax, accounting, or legal advice, or construed as an offer or solicitation to buy or sell securities. The statements and opinions expressed are those of the presenter(s) and not necessarily those of Assante Capital Management Ltd. All opinions expressed and information provided herein are subject to change without notice. Every effort has been made to compile this material from reliable sources as at the date indicated however, no warranty can be made as to its accuracy or completeness Market conditions may change which may impact the information contained herein. All charts and illustrations in this document are for illustrative purposes only and they are not intended to predict or project investment results. In considering any particular investment or investment strategy, please remember that past performance is no guarantee of future performance. The information contained herein may not apply to all types of investors. Before acting on the information presented, please seek professional financial advice based on your personal circumstances.