You, Me and WFG

06/19/2026

Interested in learning more, please text me at: (780) 897-9376

06/04/2026

Are you thinking about saving up for your first home? It can be over whelming! But with help from my friends at Equitable, we can help simplify it for you and help you get you a space to call your own. Text me to set up a no obligation info session at: (780) 897-9376.

05/28/2026

The First Home Savings Account (FHSA) is a powerful tool for Canadians working toward home-ownership. With tax-deductible contributions and tax-free withdrawals for qualifying purchases, it’s designed to make saving easier and more rewarding.

With a lifetime contribution limit of $40,000 and an annual cap of $8,000, its an excellent plan to take advantage of. Equitable offers three straightforward strategies to help you boost your FHSA contributions and get closer to your first home - faster:

Set it and forget it with automated contributions

Consistency is key. By setting up automatic monthly deposits of up to $667, you can effortlessly reach the annual maximum of $8,000. Equitable makes it easy to schedule recurring transfers from a bank account, helping you stay on track without the hassle of manual deposits.

Make the most of windfalls with lump sum deposits

Bonuses, tax refunds, or inheritances can be powerful savings tools. Equitable allows clients to make one-time contributions anytime, helping them catch up on unused FHSA room from previous years and accelerate their savings.

Transfer from RRSPs - tax-free

Clients who’ve already been saving in an RRSP can transfer those funds into their FHSA - up to their available contribution room - without triggering taxes. This strategy lets them benefit from the FHSA’s tax-free withdrawal feature while staying within their overall savings plan.

Want to learn more - Contact Kim to set up a free consultation at: [email protected] or Text: (780) 897-9376

05/26/2026

Join thousands of families protected with Foresters life insurance.

05/26/2026

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Join thousands of families protected with Foresters life insurance.

05/12/2026

03/26/2026

02/22/2026

Although a single strategy cannot guarantee a solution to all financial concerns, our financial professionals leverage a comprehensive range of products and services to help you achieve your objectives. Discover diverse insurance services and savings strategies. Schedule a complimentary appointment with me. It's obligation-free!