Our free retirement ready e-book: https://www.parallelwealth.com/youtub...
5 TFSA mistakes you must avoid:    • 5 TFSA Mistakes YOU MUST Avoid  

In this video, we'll discuss the important differences between a TFSA successor holder and beneficiary. You'll learn that it is going to be extremely advantageous to name a successor holder rather than a beneficiary, so make sure to check your TFSA and make any changes if need be!

If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your savings plan on track.  You can learn more about our services at https://www.parallelwealth.com/planning

OUTLINE:
0:00 - Introduction
1:10 - Who can be a successor holder?
2:04 - Successor holder example
3:47 - Beneficiary information
4:55 - Beneficiary example
7:44 - Summary
-----------------------------------------
DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.

Take our Retirement Ready Assessment https://www.parallelwealth.com/retire...
My daily read to stay connected https://www.morningbrew.com/daily/r?k...
Book recommendation: https://www.amazon.ca/Start-Why-Leade...