Malinda Larsh Certified Financial Planner at Assante Wealth Management

Malinda Larsh Certified Financial Planner at Assante Wealth Management GenEdge Financial provides expert financial planning, wealth management, and insurance solutions.

Serving the West Coast, we offer personalized strategies to help individuals and businesses achieve financial security and long-term growth. Follow our stories on Female Financial Freedom at https://bit.ly/fffgroup !

https://go.fidelity.ca/FHSA-Contest.htmlYou won’t want to miss out on this contest – enter now!Important dates:Start dat...
05/21/2024

https://go.fidelity.ca/FHSA-Contest.html

You won’t want to miss out on this contest – enter now!

Important dates:
Start date: May 1, 2024, at 2:00 p.m. ET
End date: June 30, 2024, at 5:00 p.m. ET

You could win $8,000 and have a chance to bring home ownership a little closer!
The introduction of the First Home Savings Account (FHSA) offers first-time home buyers a flexible new way to save for their purchase of a home. An FHSA has an annual contribution limit of $8,000 and a lifetime contribution limit of $40,000.

The FHSA combines elements of both the Registered Retirement Savings Plan (RRSP) and the Tax-Free Savings Account (TFSA).
👍Contributions are deductible.
👍Investment growth is tax-free.
🫶Withdrawals are tax-free.

Reach out to me directly if you would like to know more

You could win $8000 and have a chance to bring home ownership a little closer!

06/06/2023
Our team wrapped up a fantastic tax and retirement seminar on Saturday.  💥It was an absolute pleasure to provide valuabl...
04/26/2023

Our team wrapped up a fantastic tax and retirement seminar on Saturday. 💥It was an absolute pleasure to provide valuable insights and answer some critical financial questions for this wonderful community. ♥️ Planning for retirement can be overwhelming, but it’s so rewarding to help people feel more confident about their financial futures. 🤗

As I sat on the beach watching the last of the sunset, I was reminded of Earth hour Saturday March 25. For one hour, we ...
03/24/2023

As I sat on the beach watching the last of the sunset, I was reminded of Earth hour Saturday March 25. For one hour, we can come together as a global community to take a moment and reflect on how to protect and preserve this beauty for future generations. Let's use Earth Hour as a catalyst for change and commit to making sustainable choices every day. 🌍✨

An inspiring message from the  event last night.  I’m still recovering from the powerful speech from  and always gratefu...
03/10/2023

An inspiring message from the event last night. I’m still recovering from the powerful speech from and always grateful to spend time with strong women within my community. ♥️♥️♥️

May all that is beautiful, and meaningful, and brings you joy be yours this Holiday Season and throughout the coming yea...
12/24/2022

May all that is beautiful, and meaningful, and brings you joy be yours this Holiday Season and throughout the coming year.

Another certificate on the books!  Making my way to a CFP designation...
06/20/2022

Another certificate on the books! Making my way to a CFP designation...

Home of digital credentials

Address

2939 Boys Road #1
Duncan, BC
V9L6W4

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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