With Meridian’s Tax-Free Savings Account options you can save up to $5,000 annually tax-free. Your TFSA offers flexibility and versatility for your long-term and short-term financial goals.
Test your TFSA knowledge with our 10 question quiz.
Save the smart way. Save tax-free
Meridian offers a wide variety of investment options for your Tax-Free Savings Account -- TFSA.
Choose a TFSA Advantage Savings Account if you want to maintain access to your money whenever you need it.
- Access to your funds at anytime
- Enjoy the benefits of a guaranteed Principal that protects your investment
- Set up an auto-transfer to your TFSA online and build your savings over time
How can I make the most of my TFSA?
You can select from a high interest savings account, or a 3 or 5 year Escalator or Fixed rate GIC, Mutual Fund or a Market Secure GIC.
Use your TFSA as a complement to your RSP if you’ve maxed out your RSP contributions for even more savings.
Talk to a Meridian Wealth Management professional, for the right TFSA to suit your needs. We’ll give you straightforward answers to your questions. We work with you on your long-term needs for financial security. And we go out of our way to find ways to get your money working for you.
Let us know when it is convenient for you to talk with one of our wealth management professionals so they can take a closer look at your investment choices.
TFSA - Pre-authorized Contribution Plan (PAC)
Managing your savings with a pre-authorized contribution plan is a smart and easy way to save. Setting up your PAC plan to automatically withdrawl as little as $5, $10, $25 or more each month from your chequing or savings account won't even be missed. It all counts toward your annual $5,000 limit. Plus! It's all tax free!
Benefits of setting up your PAC plan:
- Earn tax sheltered returns
- Compound your interest with monthly contributions
- Enjoy peace of mind by contributing to your TFSA throughout the year
- Customize a convenient and flexible plan that fits your budget and savings goal
When you talk to a Meridian wealth management professional, you'll get straightforward answers to your questions. We work with you on your long-term needs for financial security. And we go out of our way to find ways to get your money working for your retirement.
Credential Disclosure and Mutual Funds Disclaimer
Mutual funds are offered though
Credential Asset Management Inc. Commissions, trailing commissions,
management fees and expenses all may be associated with mutual fund
investments. Please read the prospectus before investing. Unless
otherwise stated, mutual fund securities and cash balances are not
covered by the Canada Deposit Insurance Corporation or by any other
government deposit insurer that insures deposits in credit unions. There
can be no assurances that the money market fund will be able to
maintain its net asset value per security at a constant amount or that
the full amount of your investment in the fund will be returned to you.
Mutual funds are not guaranteed, their values change frequently and past
performance may not be repeated.
