Story · 31:34
// THE QUOTE
“client I spoke to last week has two tfsas one at a bank one with us”
— Peter Freeman · Freeman Group Private Wealth Management
The $35-vs-thousands TFSA story and the 'a TFSA is just a box, the default is cash' analogy explaining why one account barely grew. Self-contained and genuinely educational.
Full episode at 31:34The 'If You Died Tomorrow' Test: Succession & Tax Planning for Construction Business Owners ▸
THE LESSON THIS CLIP CARRIES
A TFSA is just a box; put growth investments in it, not default cash, or it earns almost nothing.
“think of the tfsa as just a box Inside the Box you could put many different things often the default is cash”
THE CHAPTER IT LIVES IN
Building the financial team
31:18
Clips like this, every two weeks.
SOURCE: 31:34 of The 'If You Died Tomorrow' Test: Succession & Tax Planning for Construction Business Owners