Fidelity Canada

Before the calendar flips, get your year-end financial planning questions answered. 🗓️ Join Michelle Munro, Director of Tax and Retirement Research, Fidelity Investments Canada, for an AMA on the key year-end financial considerations Canadians often overlook. She’ll touch on registered account deadlines, contribution considerations, and other reminders to keep in mind as we close 2025 and head into 2026. Here are a few areas she’ll cover: - How to make the most of your TFSA, FHSA, and RESP before year-end, so you can better understand available contribution opportunities. - Smart RRSP moves that might help lower your tax bill and support your long-term retirement savings before the March deadline. - Charitable giving tips that help you give back and may also provide tax benefits. - Practical planning hacks to help you start 2026 feeling more financially confident and ahead of the game. Live on Reddit, Wednesday, December 17 @ 1 p.m. ET - https://fid.me/4a09y94 ---------------------- Avant que l’année ne tire à sa fin, obtenez des réponses à vos questions de planification financière. 🗓️ Participez à une séance « Posez-moi toutes vos questions » avec Michelle Munro, directrice en chef, Recherche sur la retraite et la fiscalité chez Fidelity Investments. Elle abordera les points clés qu’on oublie souvent à l’approche de la fin d’année : les dates limites des comptes enregistrés, les considérations relatives aux cotisations et d’autres éléments à garder à l’esprit. Voici les thèmes dont il sera question : - Comment optimiser votre CELI, CELIAPP et REEE avant la fin de l’année, afin de profiter pleinement des occasions de cotisation. - Des stratégies avisées pour votre REER qui pourraient réduire votre facture fiscale et soutenir votre épargne-retraite à long terme avant l’échéance de mars. - Des conseils pour vos dons de bienfaisance qui vous permettent de donner tout en profitant d’avantages fiscaux. - Des astuces pratiques de planification pour commencer 2026 avec plus de confiance financière et une longueur d’avance. En direct sur Reddit, mercredi le 17 décembre à 13 h (HE) - https://fid.me/4a09y94 #fidelitycanada

New Advisor Poll on Financial and Investment Literacy This Financial Literacy Month, Fidelity Canada participated in the Financial Consumer Agency of Canada | Agence de la consommation en matière financière du Canada #TalkMoney initiative. Of many things we did this month, I wanted to share with everyone just one recent poll we commissioned with the financial advisor community. With Education | Éducation under Minister Paul Calandra's leadership expected to roll out a financial literacy graduation requirement for high school students next year, we asked 2,400 financial advisors who joined a FidelityConnects daily webcast whether this should be NATIONAL. The result? Overwhelming support. 75% of financial advisors said they strongly support the idea of a national graduation requirement for high school students across Canada. When combined with an additional 17% of financial advisors saying they support this in Ontario, the support for more financial literacy education is 92% among financial advisors! This is an extremely high level of support and it makes a lot of sense. Right alongside our educators, financial advisors add tremendous value to Canadians. They teach Canadians about money, how to invest properly and how to achieve their goals. And they want to give the gift of financial literacy, and specifically investment literacy, so high school students can be empowered earlier in their journey to make the most out of their money and their lives. As we wrap up Financial Literacy Month and think about how to improve investment literacy for everyone, I’d like to thank the Ontario government for leading the way and financial advisors and educators for making a difference by investing in our future through education. Check out this press release for more: https://lnkd.in/gE2K_2tC #FidelityCanada #MoneyGains

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