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The tax free savings account in Kelowna, BC

Are you interested in learning more about a tax free savings account in Kelowna? Have you been trying to decide if tax free savings accounts in Kelowna are a good investing option? The Co-operators has an office not far from your neighbourhood, and qualified Financial Advisors to answer any questions you might have. Contact a local Co-operators Financial Advisor today to learn more.

What sets us apart?

There’s no shortage of choice when it comes to tax-free savings. So what can you expect from The Co-operators? As a co-operative, we have been serving the needs of our communities for more than 70 years by helping our members make sound investment and retirement-planning decisions. This means you can look to us for the expertise and guidance you need to understand 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.

Get the facts

Want to know more about the tax free savings account in Kelowna? The Tax-Free Savings Account (TFSA) is a new way to grow your money and make after-tax dollar contributions. Because you pay no tax on investment income or on withdrawals, the plan will be one of the best ways to save throughout your entire lifetime. For help selecting the right option for you, talk to a Co-operators Financial Advisor today.

This year, Canadian residents aged 18 or older are allowed to contribute up to $5, 000 to their accounts. Each year, another $5, 000 (indexed to Consumer Price Index) will be added to your contribution allowance.

We're waiting to hear from you, so feel free to contact a Co-operators Financial Advisor for more detailed information about the products and services you need, and you'll see why The Co-operators is the right choice when it comes to your the tax free savings account in Kelowna.

Start saving with a TFSA in Kelowna and you can expect:

  • 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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Think of it as Insurance for the 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 our a tax free savings account in Kelowna AND about what we're doing to help the environment.

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