Always speak to a qualified professional about your specific situation to ensure the plan you have is right for you.
Jason A. DeJean,
CFP, PFP, EPC, CPCA
Investment Advisor I Financial Planner
101-5230 South Service Road, Burlington Ontario L7L 5K2
Office 905.333.4755 ext. 204
Ontario residence if you’re interested in being on the list for private placements, please email me at [email protected]
This is by no means a guarantee of return. What this is, is an opportunity to have exposure to a sector that has been producing returns. I would encourage everyone to see when cannabis fits into your investment portfolio.
Keep in mind many of these are available in your RRSPs, TFSAs, RRIFs and cash accounts!
Registered plans will shelter those gains from the taxation, helping you keep more of your returns.
All these suggestions require careful planning and consideration.
You must review your own personal financial situation with a knowledgeable advisor you trust. My hope is that this gives you some ‘food’ for thought and some question to take to your advisor when working on your own plan.
101
TFSA contribution limit of spouse of common-law partner is not affected.
The TFSA contribution limit of the spouse or common-law partner will not be affected IF the tax-exempt form has been filed.