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Year-end planning for your personal finance in 2024

Important info for your personal finance, there’s some big changes this year!

New market opportunities, you may want to consider rebalancing if your portfolio isn’t in line with your current goals.

Canada introduced the new #FHSA and if you haven’t heard about it yet, it’s like a hybrid RRSP and TFSA with the intention of saving for your first home.

Contribution rooms increased for both TFSA RRSP

Equities are ROARING and the forecast for next year is looking bright

GIC and Savings accounts sitting higher around 5%.

Let’s connect to review your financial goals for 2024


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