DIFC’s Post

There are a lot of acronyms in my industry, and I’m the first one to admit that they can be extremely confusing. Today, I want to break down a few of them that I have been recently talking about lately, because they’re crucial accounts in helping you to build your wealth and achieve those big, financial goals. Introducing the TFSA and the FHSA - tap the link below to learn all about them! https://lnkd.in/gjSmcNjQ #investinfutureyou #womenofwellington #wealthmanagement #wealthwithjulie #seniorinvestmentadvisor #wealthbuilding ⁠#wealthadvisor #riskmanagement #personalfinance ⁠#womensentrepreneurship #tfsa #fhsa #financialknowledge #investing

Webinar: Next Steps to CDFI Recertification: Assessing How Your Credit Union Moves Forward Your credit union is a CDFI. It’s our job to prove it. Learn more! https://loom.ly/p7U9_V8 #creditunions #CDFIs #CDFI #CDFIcreditunions #financialinclusion #underserved #peoplehelpingpeople

Wow, what a great time I had with the team from BCU! Over 150 team members joined in to discuss how they can thrive in ANY economy. As we did our team survey, we discovered this team wanted to learn how to pay down their debt and to maximize the tools they had available to them. Needless to say, the team found it very helpful! Thank you BCU for investing from the inside out! #FinancialWellness #CreditUnions #ImproveEmployeeRetention #FinancialWellnessPrograms #ReduceTurnover #EngageEmployees #BoostProductivity #ThrivingCorporateCultures

What changes to the FAFSA could affect you? Find out who needs to apply for the FAFSA, how the new FAFSA changes affect what financial aid you qualify for, and more. https://lnkd.in/gFKfPrr8 #College #FAFSA #Money #FinancialAid #CollegePlanning #CarsonGroup

We have a new tool ready for you! Did you maximise your contributions to a Tax-Free Savings Account (TFSA) before the deadline in Feb? Do you know what a TFSA is? There are some simple ways to grow your wealth using a TFSA but they’re hidden behind sales pitches and finance jargon. We’re working on changing that. Use our tool to learn more and build a TFSA investment plan: https://lnkd.in/diquqfCZ #financialservices #decomplicated #trust #TFSA

“Put your money in a TFSA account—it will grow.” A year after following that advice, the money in my account remained the same. I quickly realized that the TFSA itself doesn't grow my money; it's the investments I choose within it that grow my money. For many immigrants starting their financial journey, there are loads of well-meaning but half-baked advice on registered accounts that may not be helpful. Understanding how to maximize and optimize each account for growth is crucial as you begin your financial journey. What's the most well-meaning financial advice you have received that didn't quite pan out 🙃? #financialliteracy #wealthmanagement #registeredaccounts #thewealthyimmigrant

The most financially savvy move several of us immigrants did back in our home country was put money into a savings account. At best, we purchased a fixed deposit product as a form of investment. No thanks to the misleading name of the TFSA - Tax-Free SAVINGS Account, we continue the same financial habit of saving within the account without exploring its full potential While saving cash or purchasing a GIC in your Tax Free Savings Account is a good start on your financial journey, the TFSA is much more than a savings account. #financialliteracy #thewealthyimmigrant #TFSA #personalfinance

This was the third event this year in our Roundtable series. There is such an appetite across ABL to learn, innovate and solve problems. Despite our successes as an industry there is still so much untapped potential. Will you be at the next one?

Start the new year on a path to financial freedom! GSUL empowers both individuals and businesses with the tools and resources for financial independence and the creation of generational wealth. Discover these resources by checking out gsul.org/wealth-building. 💰 #FinancialWellnessMonth #FinancialFreedom #GenerationalWealth #GSUL

"The TFSA is a game-changer in personal finance. It's a tool that empowers Canadians to save and invest tax-free, helping them achieve their financial goals faster." The TFSA revolutionizes personal finance in Canada, offering a tax-free haven for savings and investments. It's the ultimate tool for Canadians to turbocharge their journey towards financial freedom. Start maximizing your TFSA today and watch your financial goals become reality faster than ever. #TFSA #FinancialFreedom