Save with a made-to-measure plan

Take the time to make your action plan. Advice to plan your projects.

Personalize your plan!

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Early working life

Parenthood and working life

Pre-retirement

Retirement

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Your personalized action plan

Action plan Step 

Open an RRSP to finance the purchase of your first home

Thanks to the HBP, you can withdraw up to $35,000 from your RRSP to use as a down payment.

Action plan Step 

Get a TFSA to save for a specific goal

Whether you want to travel, buy a new car or do some renovations, a TFSA is a great way to grow your savings tax-free.

Action plan Step 

Set up regular contributions to make saving a breeze

Whether you're saving for short-term goals or building a retirement fund, set up regular contributions so you don't have to think twice about saving.
Tool  Calculate how to maximize your RRSP contribution

Action plan Step 

Save on your income taxes while you save for retirement with an RRSP

RRSP contributions are tax deductible, plus you can use them to finance the purchase of your first home.

Action plan Step 

Open a TFSA to build your family savings (or give yourself peace of mind)

Grow your savings tax-free with a TFSA and use them for whatever you want—anything from a family vacation to an emergency fund.

Action plan Step 

Invest in an RESP for child's education

Help your child or your grandchildren reach their full potential by investing in an RESP—your savings will grow tax-free and you'll become eligible for government grants!
Video  Should I contribute to an RRSP or pay down my mortgage? See the video
Blog  3 good reasons to contribute to a TFSA
Tool  RESP simulator: How much should you invest?
Product  Accessible investing made easy!

Action plan Step 

Get the most out of your RRSP and your unused contribution room

Maximize your saving in the final stretch to retirement.

Action plan Step 

Open a TFSA to grow your savings tax-free

Withdraw money whenever you want, for whatever you want.

Action plan Step 

Diversify your investments to get the most out of your money

Diversify your portfolio to improve your long-term return potential.
Blog  One more way to manage your RRSP
Video  Portfolio diversification: the best strategies See the video
Video  A plan for financial freedom See the video
Tool  Are you ready for retirement? Take the test!
Tool  Test your financial stability
Product  Investments guar@nteed online: it's simple and safe!
Contest  RRSP-TFSA Simplicity pays. Up to $16,000 in prizes to be won.
Contest  Get the chance to win $2,000

Action plan Step 

Keep investing in a TFSA

Just because you're retired doesn't mean you don't have things to save up for! Use a TFSA to continue growing your savings tax-free.

Action plan Step 

Expert tips for becoming a savvier investor

Diversify your portfolio to improve your long-term return potential.

Action plan Step 

Manage your retirement income with a RRIF

Take advantage of the flexibility you get with a RRIF. You can start drawing on your RRIF whenever you need to, or wait until age 71 if you want to put off paying taxes until later.

Action plan Step 

Give the gift of education with an RESP

Help your grandchildren reach their full potential by investing in an RESP–your savings will grow tax-free and you'll become eligible for generous government grants!
Video  The 4 key elements of a good planning for withdrawing retirement income See the video
Tool  Calculate your retirement income
Blog  It's never too late to go back to school
Video  Leave more for your loved ones See the video
Tip  Save on your income taxes while you save for retirement with an RRSP
Tip  Open a TFSA to grow your savings tax-free
Tip  Invest in an RESP for your child's or your grandchild's education
Tip  Not familiar with savings or investments? Let me help.