Always speak to a qualified professional about your specific situation to ensure the plan you have is right for you.
Jason A. DeJean,
CFP®, CIM®, FCSI®, PFP®, CPCA®, EPC®
Investment Advisor
Certified Financial Planner
Chartered Investment Manager
Certified Professional Consultant on Aging
Elder Planning Counselor
T: 905.333.4755, F: 905.333.4523
www.argosynoonan.com
Ontario residence if you’re interested in being on the list for private placements, please email me at [email protected]/ Private placements are available to qualified investors only. Investing in private placements may have a higher risk.
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Consider this strategy, if you usually make an RRSP contribution and receive a refund why not gross it up. If you typically contribute $3,000 to your RRSP and you're in a 40% tax bracket, you would get a refund of $1,200 ( usually spent). Why not borrow $2,000 and contribute $5,000 to your RRSP. When you received your refund of $2,000 a few months later, you can pay back the short term loan you made to yourself — effectively increasing your RRSP savings and building on your future.
Planning is critical; please find the link attached to help you have a better understanding of your plan.
Any financial information entered is strictly confidential and will not be stored/shared with any third party.
https://my.razorplan.com/ca/Advisor?advId=D009ad818
The views expressed do not necessarily reflect the opinion of Argosy Securities Inc. The
information contained herein may not apply to all types of investors. Please consult a
professional before making an investment decision