How to prepare & optimize your tax file - Online

If you feel lost when it comes to taxes, this workshop is for you!

We will set you up to approach tax season with confidence by covering the basics of income and investment slips, deductible expenses, and how this documentation should be organized when filing your personal tax return. We will review the various tax deadlines that Canadians, (and those studying in Canada) should be aware of as well as different strategies to save money using tax-sheltered vehicles such as RSP, TFSA and FHSA. This workshop will transform tax jargon into a language you’ll not only understand but master and equip you with the skills to make informed financial decisions.

Facilitators:

Steven Furtado, CIM – Associate Portfolio Manager, (Associate Advising Representative), Savoir Investment Counsel˖, Financial Security Advisor, Savoir Wealth (Insurance)

Jennifer Torres, Relationship Manager, Savoir Investment Counsel˖, Financial Security Advisor, Savoir Wealth (Insurance)