TFSA vs RRSP vs non-Registered Accounts | Colleen Gillam-Judd | EP 020
On this episode, Jared chats with Colleen Gillam-Judd.
Colleen is a Certified Financial Planner with IG Wealth Management.
For over 15 years, Colleen and her team have been creating a space for high achieving Canadian families to find financial freedom, security and clarity.
Colleen prides herself on clearly presenting financial options in accordance with client goals, while always working to preserve the financial legacy of her clients.
Some of the topics discussed in the episode:
🎙️ Why is it important that people know about Financial Planning?
🎙️ Can you explain the differences between a TFSA, a RRSP, and a non-Registered Margin account?
🎙️ How can someone make the most of their contributions to each type of account?
🎙️ What should someone consider when deciding between the three types of accounts based on their financial goals and situation?
If the listeners want to touch base with Colleen, you can find her through the following links:
Colleen Gillam-Judd
IG Wealth Management
403-505-3800
https://advisor.investorsgroup.com/en/colleen_gillam-judd
#podcast #TaxTalkPodcast #SmallBusiness #tfsa #rrsp #nonregistered #investments #retirement #taxplanning
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Music: English Breakfast, Jobii from Epidemic Sound
https://www.epidemicsound.com/track/7emX18vZqh/
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