CSR Wealth Management

I'll be presenting at this free Money Matters event on Thursday, September 24th from 2-3 PM.

I'll be talking about the Disability Tax Credit (so many people are eligible but don't know it) and the Registered Disability Savings Plan.

If you live in the area Brampton area, consider attending. You can book your spot by calling 905-790-7900.

Not all Superheroes wear a cape!

Sharing information about the Disability Tax Credit (DTC) and the Registered Disability Savings Plan (RDSP) with people who might benefit, it a true act of kindness.

Learn how you can help spread the word right here: https://zurl.co/gkbjn

What is the Registered Disability Savings Plan or RDSP?
Find out right here: https://zurl.co/Tlkoa

What Is the RDSP? | CSR Wealth Plain-language guide to the Registered Disability Savings Plan: who is eligible, how grants and bonds work, contribution limits, withdrawals, key ages.

There are various ways to invest in your long-term savings and, for Canadians with disabilities and their families, there is the option of a Registered Disability Savings Plan (RDSP).

The RDSP has certain eligibility and contribution considerations and includes government assistance and tax benefits. This video outlines key characteristics.

If you have any questions or want to learn more about the RDSP, get in touch with us. You can book a call easily through our website.

https://zurl.co/rbz8J

Key Features of an RDSP Check out this video!

This month we're focused on sharing more information about the DTC and RDSP - two financial tools that can help anyone with a disability or impairment.

To start, we encourage everyone to learn more about the DTC. It might be useful to you or someone you know, including aging parents or grandparents.

It's important to note that the DTC is not just for visible disabilities, but for any impairment, physical, intellectual or mental, that affects a person's life daily.

Also, it can be a disability that a person has developed later in life. Seniors often qualify based on impairments they have developed with age.

If you aren't sure if you or a loved one might qualify, ask us!

https://zurl.co/IubWO

Partners for Planning - How to Apply For the Disability Tax Credit The Disability Tax Credit (DTC) is a non-refundable tax credit.  It helps people with a disability, or those who support them, to reduce the amount of income tax they have to pay.  The DTC also opens the door to other valuable credits and programs. 

Here are some simple ways to help protect your kids financially.

Have questions about any of them? We're here to help.

Here are some of the top reasons why your teen needs to know about credit.

The joy of parenthood brings new wealth-planning considerations. Check out this helpful list to get started.

We can help with all of it.

The SINGLE BEST WAY to save for retirement is to set up automatic contributions to your RRSP or TFSA.

Then set it and forget it.

The rest of your income is yours to spend however you like.

Whether you can save $100 per month or $1,000 per month, the goal should be to save something.

Want help deciding whether the TFSA or RRSP is best? Book a free call with Frank.