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Our Articles & Insights

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Both TFSAs and RRSPs can be significant savings vehicles for your clients. We've put together an article to help your clients easily understand the differences between them – with one section focussing on differences in deposits and one focussing on differences in withdrawals. The deposit section focuses on: • How much contribution room is available each year • How carry forward works for TFSAs and RRSPs • Tax deductibility of contributions • Tax treatment of growth The withdrawal section focusses on: • Conversion requirements • Tax treatment of withdrawals • Impact of withdrawals on government benefits • Impact of withdrawals on contribution room

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Financial Calendar 2021

We’ve put together a financial calendar for 2021. It contains all the dates you need to know to make the most of your government benefits and investment options. Whether you want to bookmark this or print it out and post it somewhere prominent, you’ll have everything you need to know in one place!

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Retirement Planning for Business Owners

For a business owner, one of challenges that faced is learning how to balance between reinvesting into the business and setting money aside for personal savings. For a business owner, since there are no longer employer-sponsored pension plans and the knowledge that retirement will come eventually, it’s important to have a retirement plan in place.

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Herod Financial Services donates $20K to C.M.H.A. H.K.P.R.

We are pleased to announce Herod Financial Services has generously donated $20,000 to the Canadian Mental Health Association Haliburton, Kawartha, Pine Ridge’s (C.M.H.A. H.K.P.R.’s) Journeying Together program as part of the Great Canadian Giving Challenge, a virtual fundraising contest running from June 1 to June 30.

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