Tax-Free Savings Account


On this TFSA page, you will find everything you need to offer your clients a TFSA option that makes sense for them. We will update the page as new items become available…be sure to check from time to time to make sure you're not missing any news.

Standard Life on TFSA

Make yourself a TFSA expert. The latest edition of Taxing Issues goes beyond the basics to offer an in-depth analysis of the legislation behind Tax Free Savings Accounts. Learn about such topics as qualified investments, prohibited investments, what happens to TFSAs upon the death of a spouse, and how penalties are applied. You'll find everything you need to confidently help clients select the arrangement that best serves their needs.


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