Bespoke Financial Consulting Inc.
Fee-Only Financial Planning in Toronto
First Canadian Place
100 King Street West, Suite 5700
Toronto, Ontario, M5X 1C7
Phone Us at (416) 875-9113
Email us or Connect with us
  • Home
  • Our Firm
    • Our Process
    • Our Team
    • Testimonials
  • Our Services and Fees
    • Financial Counselling
    • Retirement Planning
    • Investment Planning
    • Estate Planning
    • Comprehensive Financial Planning
    • Integrated Personal and Business Financial Plan
    • Retainer Service
    • Personal Income Tax Services
    • Financial Planning Education Workshops
    • Pension Options
  • Corporate Clients
  • Individual Clients
  • Latest News
    • Articles
    • Blog
    • Newsletter
  • Contact Us
logo

Monthly archive for December 2015

Rollback of TFSA contribution room – What does it mean for you?

On December 16, 2015   /   Money management   /   Leave a comment

As promised, the Liberals have rolled back the Tax Free Savings Account (TFSA) annual contribution room to $5,500 (from $10,000) beginning January 1st 2016. The new contribution room will be indexed in future years. The good news is that the lower 2016 contribution room does not impact

Read more →
Back to Top

Our Services

A well designed financial plan will help you balance your needs today with your goals for the future and ultimately help you work towards financial independence. A financial plan brings together all of the pieces of your financial puzzle so you can be assured that everything is working together. We provide fee-only financial planning services in Toronto in many areas, including these and more:
  • retirement,
  • tax minimization,
  • financially assisting children and grandchildren,
  • protecting lifestyle,
  • philanthropy and
  • legacy planning
Some clients require a comprehensive financial plan, while others are simply looking for a second opinion. Others feel overwhelmed by all of the financial information available today and are looking for guidance. Working with the experienced team of professionals at Bespoke Financial, we can help you take action and achieve peace of mind.

Recent Posts

  • 7 Tips to Save Money Where You Didn’t Know You Could
  • Retirement Myths Debunked
  • Cash Flow Planning 101
  • RRSP: More Money in Your Pocket
  • Rollback of TFSA contribution room – What does it mean for you?
© 2021 Bespoke Financial Consulting Inc.
Sitemap
Back to Top