Soulliere Financial

04/19/2023

From the recent budget: Changes to the RESP withdrawal limits. Talk to us about the impact to your RESP withdrawal strategy!

Rob Carrick on RESP withdrawal strategies

04/10/2023

Some good ideas to talk to kids about money:

Want to talk to your kids about money but don’t know where to start? 👨‍👩‍👧‍👦 We’ve created some kid-friendly lessons, each with a core concept, some discussion help and an activity you can tailor to meet your kids wherever they are. Click the link for the lesson on wants, needs and where money comes from. https://bit.ly/3FbWY52

03/30/2023

Is your retirement on track?
Let's have a conversation?

03/06/2023

March 8th is International Women's Day. Join us and Sunlife for this free webinar.

March 8 is International Women’s Day. Join us for a free webinar featuring 3 inspiring woman leaders to learn how to be financially stronger.

Sign up here: http://ow.ly/QpBJ50N8nB4

01/23/2023

New Year, new plans! We can help you with your financial goals! Set up an appointment today.

January is the perfect time to evaluate your habits — personal and professional. As part of our Global Speaker Series, behaviour expert and best-selling author James Clear joined us for a coffee chat and shared advice on how to build good habits and break bad ones. Here are some tips.

11/18/2022

Have you maximized your TFSA contribution?
You can contribute up to $6,000 into a TFSA for 2022, as long as you are 18 or over and
resident in Canada. If you have not made any TFSA contributions in previous years and
are 31 or older in 2022, you may be able to contribute a total of $81,500.
If you need to withdraw funds from your TFSA, consider doing so by the end of the year
rather than waiting until early 2023, because these withdrawals are not added to your
TFSA contribution limit until the beginning of the year following the year you made the
withdrawal. For example, if you withdraw $5,000 from your TFSA in December 2022, your
TFSA contribution limit will be increased by $5,000 in 2023. However, if you withdraw
$5,000 from your TFSA a month later in January 2023, your TFSA contribution limit will not
be increased by $5,000 until 2024

09/30/2022