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There are a number of different reasons why you may not be using your TFSA correctly. Maybe you do not understand the difference between a beneficiary or a successor holder, or maybe you are stuck on what a TFSA can actually provide for you because it was poorly advertised early on.

Whatever reason it may be, in this video we'll go through the 5 main mistakes that we often see when we meet with our clients. By the end of the video, you'll get a good idea of when & how you should be investing within your TFSA, as well as some planning strategies so that you can take full advantage of the tax benefits that come with a TFSA.

6 ways to level up your financial plan:
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Open an EQ Bank Account: https://join.eqbank.ca?code=ADAM8851
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If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your savings plan on track.  You can email [email protected] or call 604-256-1151 and we will set up a meeting with you.
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DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.