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THIS IS FOR YOU IF...

  • You’re investing in your RRSP, TFSA, and/or Non-Registered accounts but aren’t sure if you’re doing it correctly.

  • You want to know if your money is in the right investments in the right accounts to reduce taxes and boost returns.

  • You’ve heard of “tax efficiency” but no one has explained what it actually means for your portfolio.

  • You’re worried you could be paying thousands more in taxes over your lifetime simply because no one showed you a better way.

READY TO TAKE THE GUESSWORK OUT?

    • Exactly what types of investments work best in your RRSP, TFSA, and Non-Registered accounts

    • What to avoid holding in each account to reduce unnecessary taxes

    • Practical investing tips to help you focus on what matters most

    • BONUS: A simple funding order — which accounts to prioritize first for maximum efficiency

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