2020 Handy Financial Planning Facts

Jan 06, 2020 | Katie McIntyre


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Happy New Year and welcome to 2020, a new decade!

We hope you had a wonderful holiday celebration with family and friends!

With a new year comes new and updated information and we’ve attached a 2020 Handy Financial Planning Facts to be a quick reference for you. Click here

Two quick highlights

  • TFSA contribution room is set at $6000 *call us to help you with your contribution
  • The last day to contribute to RRSP’s for the 2019 tax year is March 2nd 2020. *check your Notice of Assessment for your allowable room

Your financial health requires regular check-ups and we have Cheryl Paul, our in house financial planner ready to assist with your individualized plan. Keep an eye out for your review reminder card and call Michael at 705-725-7419 to arrange your appointment.

Feel free to check our website www.themcintyregroup.ca and watch for our monthly blog posts for timely and relevant information.

We’re happy to help you with all your financial needs, and we would be pleased to meet any friends and family that may benefit from our services.

From our families to yours, all the best for 2020!

Sincerely,

The McIntyre Group