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The tax free savings account in Kelowna, BC

The tax free savings account in Kelowna is a new option in short-term saving that can save you from having to withdraw from your RRSPs prior to retirement. The TFSA or Tax-Free Savings Account allows you to save for something like a home, post secondary education or dream vacation, while still receiving great returns and the added benefit of having tax-free income. That's why The Co-operators has qualified, courteous Financial Advisors available all across Canada, to ensure that you have access to the advice and information you need. So speak to one of our qualified Co-operators Financial Advisors for more information today.

What sets us apart?

There’s no shortage of choice when it comes to tax-free savings. So what sets The Co-operators apart? As a co-operative, we’re dedicated to helping our members and communities navigate their options and plan for the future—and we’ve been doing so for more than 70 years. As a result, we have unparalleled expertise when it comes to your tax-free account. With our network of expert advisors in Kelowna on your side, you can make informed choices about your TFSA and maximize your savings.

We're here to help

If you want knowledgeable, attentive expertise and personalized the tax free savings account in Kelowna, The Co-operators Financial Advisors are ready to answer any questions you might have about the tax free savings account in Kelowna. You can expect to talk to a Financial Advisor who will listen as you explain your investing needs and will then answer any questions you may have. Contact one of our Financial Advisors about the tax free savings account in Kelowna, to ask questions or for more detailed information about the tax free savings account in Kelowna.

This year, Canadian residents aged 18 or older can contribute up to $5, 000. Annually, an additional $5, 000 (indexed to Consumer Price Index) is added to your contribution room.

Whether you've been saving since you first starting working or if this is your first time, our Financial Advisors can help you make the right decisions for your unique situation. Before you invest, contact us to determine if it's the right choice for you.

The benefits of a TFSA in Kelowna include:

  • No tax paid on earnings (interest or capital gains)
  • Tax-free withdrawals
  • Contribution room is restored after withdrawal
  • Income-tested credits and benefits such as GST credit, Canada Child Tax, EI and others not effected
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Ensuring a More Sustainable Environment

As a responsible corporate citizen, we believe in balancing our economic, environmental and social priorities. In fact, The Co-operators was recently recognized in Hewitt Associate's Green 30 guide, which identified Canada's 30 most environmentally-conscious employers. Talk to The Co-operators today about a the tax free savings account in Kelowna AND about what we're doing to help the environment.

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