TFSA or RRSP - The Decision Tree for INVESTING in Canada 💰

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  • Опубликовано: 24 янв 2025

Комментарии • 96

  • @mailjas
    @mailjas 11 дней назад +1

    Amazing information Bhaji. Thanks for sharing your nuggets of financial wisdom.

  • @Realtorsoniasharma
    @Realtorsoniasharma 2 месяца назад +1

    This is Pure Gold information. Thank you for sharing 🙏

  • @sukhpalsandhu5695
    @sukhpalsandhu5695 10 дней назад

    Amazing information shared. Thanks a lot

  • @Hi-kt8jg
    @Hi-kt8jg Год назад +1

    Thank you soo much for sharing lots of information and personal strategy which is brilliant and no one does. as I'm new immigrant this video and all the other videos in your channel is very informative...I hope world has more people like you sharing knowledge for others success😍😍😍😍

  • @sainitheknightrider6891
    @sainitheknightrider6891 2 месяца назад +1

    Thanks Navjot for the details!!!

  • @sharmarahul17
    @sharmarahul17 Месяц назад

    Excellent information. Thanks!

  • @RadhikaKathuria-q9s
    @RadhikaKathuria-q9s Месяц назад

    Looking forward to when you can make video on investing via Incorp. Thanks for amazing content!

  • @jagdishkhamar5996
    @jagdishkhamar5996 16 часов назад

    Good explanation Paji

  • @dilipravikanti
    @dilipravikanti Год назад

    Thank you for such a great video, it's very informative

  • @meeti1
    @meeti1 3 месяца назад +1

    A big salute to you paji. God bless you and your family . Good info. 😊.

  • @ssgiggle1
    @ssgiggle1 2 месяца назад

    Great video Nav, anything on group ld and silver ETF investment? Haven't seen a video on them from you, do you not recommend them ?

  • @AHMEDALI-uw4hr
    @AHMEDALI-uw4hr 10 месяцев назад

    Navjot, please, if possible, also make a detailed video on IUL and Whole Life insurance. Basically on becoming your own banker

  • @madhuriarora8991
    @madhuriarora8991 2 года назад

    Awesome video!!!!!!!

  • @permindersinghbal6402
    @permindersinghbal6402 2 месяца назад

    Thanks Navjot ji for such a great educational video. Veerji as a student can we contribute to TFSA without 1% monthly tax contribution.
    Thanks

  • @deadbabyjokes5319
    @deadbabyjokes5319 Месяц назад

    So you gonna pay taxe on revenu you made with stocks ? Not like the tfsa

  • @akhere4279
    @akhere4279 11 месяцев назад

    If you dont take moneyy out of your incorporation, then what to do money inside incorporation?
    Are you buying real estate on your incorporation name or you are buying whole insurance or what to do to get money used inside incorporation now or in future?

  • @lookingforwardto
    @lookingforwardto Год назад

    Nicely described. Should new immigrants go for FHSA first or any thing else?

  • @dreamus2canada
    @dreamus2canada 2 года назад

    Good video, Nav. Not putting money in RRSP is saying goodbye to free money if you have an employer match. In addition, good way to save taxes over the interest in TFSA account and have your portfolio grow over the years. Looking forward for more videos!!!

    • @pjm3005
      @pjm3005 7 месяцев назад

      if you're in the first two tax brackets, the benefits from an rrsp is minimal. investing in tfsa is much more sensible.

  • @anima2020
    @anima2020 2 года назад

    Great video. What would be your reason for not investing in the Indian economy, given it is a faster growing economy.

  • @nitishkammyvlogs
    @nitishkammyvlogs 2 года назад

    which tool you use for video presentations?

  • @bhalinderpalchahal
    @bhalinderpalchahal Год назад

    Hi Navjot, do you invest a set amount in each individual Canadian fund you mentioned? or you just invest 25% in each?

  • @Rajeevkumar-tl7jm
    @Rajeevkumar-tl7jm 5 месяцев назад

    Which is the best place to open TFSA account . I have to invest in mutual funds.

  • @iopjkl248
    @iopjkl248 27 дней назад

    Hi Nav
    Are you FA by profession?

  • @ravneetbawa5164
    @ravneetbawa5164 2 года назад

    Amazing video, you made it so easy to understand for a new person

  • @saurabhbabbar2631
    @saurabhbabbar2631 2 года назад +1

    This is amazing!! Thanks for sharing great content!!!

  • @sahibdubb8443
    @sahibdubb8443 12 дней назад

    Non registered accounts ???

  • @vancouverdiaries738
    @vancouverdiaries738 2 года назад

    Thank you GURU!

    • @growwithnav
      @growwithnav  2 года назад

      👏👏

    • @vancouverdiaries738
      @vancouverdiaries738 Год назад

      @@growwithnav Two days more to invest in RRSP for this year, BUt curious if I need to invest in RRSP or wait for the first-time home buyer savings account to start? First time investing in both! Salary range is between 70-90k a year!

  • @MohaPlaban
    @MohaPlaban Год назад

    Cash deposit allowed in TFSA account?

  • @jayantarora5934
    @jayantarora5934 2 года назад

    Can we take out DCPP amount while purchasing 1st time house if yes what's the limit ?

    • @pjm3005
      @pjm3005 7 месяцев назад

      no. a dcpp is NOT an RRSP.

  • @k_m_d_79
    @k_m_d_79 5 месяцев назад

    Can RRSP or TFSA redeemable if we leave Canada without getting PR?

  • @KJ.18
    @KJ.18 2 года назад

    Sir i bought tata stocks in NYSE and they delisted it in wealthsimple. How to sell it ? Please reply 😢

  • @jaydeeppatel7962
    @jaydeeppatel7962 Год назад

    What if we withdraw before retirement from tfsa? It will be taxed?

    • @pjm3005
      @pjm3005 7 месяцев назад

      no.

  • @RHFactory
    @RHFactory 2 года назад

    Can a person on closed work permit is eligible to open RRSP account in canada ?

    • @growwithnav
      @growwithnav  2 года назад +1

      Yes you can. You just need to complete 1 tax cycle first

    • @RHFactory
      @RHFactory 2 года назад

      @@growwithnav thanks for your reply . I came up last year in august ,2022 and now my new cycle started up from jan ,23 , did you mean my first cycle is completed ? Thanks!

  • @balpreetkaur4288
    @balpreetkaur4288 Год назад

    if our income ia near about 40 k in a year shoyld we still invest in rrsp on low income ?

    • @growwithnav
      @growwithnav  Год назад +1

      Not for tax purposes.
      But if the employer is matching, then why not

    • @balpreetkaur4288
      @balpreetkaur4288 Год назад

      @@growwithnav my employer is not matching so i should not invest ? tax saved by investing in rrsp i can invest in tfsa ?

    • @pjm3005
      @pjm3005 7 месяцев назад

      @@balpreetkaur4288 no employer match? then invest in your TFSA. your income isn't high enough to make rrsp worthwhile.

  • @ra24ra1
    @ra24ra1 Год назад

    Thanks Navjot, any suggestion on Tax or finance consultant who can help for tax filing etc.

  • @tarunnavlani
    @tarunnavlani 2 года назад

    Good one. Thanks for the video. I have a question. Do you invest into personal account from your own corporation or you have holding corporation added under your main corporation and you invest via holding co. ?

    • @growwithnav
      @growwithnav  2 года назад

      Right now via Corp, but will change it to hold co setup from next month.

    • @tarunnavlani
      @tarunnavlani 2 года назад

      @@growwithnav yeah.. i also need to float holding co for investments and real estate. Specially there is a capital gain exemption. Of 880k under a corporation

  • @GAURAVCHHABRABCE
    @GAURAVCHHABRABCE 2 года назад

    I invested in NREG non registered account for my first year in Canada is that different from TFSA??

    • @growwithnav
      @growwithnav  2 года назад

      Yes it is different… you are taxed on capital gains on NREG when you take the money out.

    • @GAURAVCHHABRABCE
      @GAURAVCHHABRABCE 2 года назад

      @@growwithnav meaning the limits I have on TFSA are separate from NREG

  • @jamesohearn
    @jamesohearn 2 года назад

    Hi Nav. I enjoyed your analysis, however I think there is an important calculation you may have missed. When it comes to RRSP matching, I would argue that it is always better to aim for the "Full Barber," that is aim for 10%. If the matching is less than 5%, it is better for you to make up the difference. If the employer offers you 1%, you put in 9%. The reason for this is because the deduction from income would come prior to the calculation of gross (taxable) pay, not after. This is important because it means that your overall level of income is amplified. For example, let's say you make $4000 biweekly. After CIT, EI, and CPP, you are left with around $2800. If, however, your employer offers you 1%, and you add 9%, that 9% ($360) is deducted from your taxable income, and after CIT, EI, and CPP are deducted, you are left with around $2600. While this is $200 less than what you previously took home, you also have a $400 contribution to your RRSP (1% + 9%). Combined, your income is $3000. If you had stuck with the strict matching (1% + 1%), your take home pay would be a little less than $2800, plus $80. In effect, by leveraging the deduction in taxable income, you are giving yourself a 4% to 5% raise.

    • @growwithnav
      @growwithnav  2 года назад +1

      Sure, that’s how you can optimize your RRSP.., but honestly , I am not a huge fan of over contributing to RRSP.
      1. High probability of much higher tax brackets on retirement - it’s putting your fate in the govt’s hand
      2. Most people who do well in their working years and build assets would have same / more income on retirement :)
      That’s why, I like maxing out TFSA first and then contributing more towards RRSP… which is there in the final step on the decision tree.
      Just my $0.02 😀

  • @siddhantnaik
    @siddhantnaik 2 года назад

    Thanks for the informative video.
    Does your employer match in the RRSP also count towards the RRSP room or only your contribution count towards the RRSP room ?
    Thanks

    • @growwithnav
      @growwithnav  2 года назад +1

      Both contributions make the RRSP room

  • @danialhassan1691
    @danialhassan1691 2 года назад

    Great Video Navjot
    Very informative
    Is this strategies applicable only in Canada or whole in North America ?

    • @growwithnav
      @growwithnav  2 года назад +1

      Actually it’s similar (but not 100% same)
      RRSP = 401K
      TFSA = Roth IRA

  • @dalal.krishnakant
    @dalal.krishnakant 2 года назад

    Great video as always Navjot. Would really love to see your points on what should we do with our mortgage payment with rising interest rate. Should we increase the mortgage if bank don't with a variable interest rate. (Bank keep increasing mortgage tenure)

  • @UmerKhan-tt3gv
    @UmerKhan-tt3gv 2 года назад

    Hi Nav , Great Info . Please make a video how much your investment portfolio grew over these 3 years using these strategies.

    • @growwithnav
      @growwithnav  2 года назад

      It’s down by 4% due to the current market… but you need to consistently invest for a couple of decades to see the kind of returns that would make sense :)

  • @201kirti
    @201kirti 2 года назад +1

    Very informative video 🙏 specially for new immigrants. Thank you

  • @CanadaTop5
    @CanadaTop5 2 года назад

    Hi Nav
    I had a RRSP account with TD bank and pulled the money out when I purchased the first house. Now I am contributing to the RRSP through sun life which comes as part of my new employment. My question is do I need to put money back to the TD’s RRSP account or I can put in any RRSP account for the next 15 years.

    • @abhiketgaurav293
      @abhiketgaurav293 Год назад

      You can put in any RRSP account. Saw this on other video

    • @pjm3005
      @pjm3005 7 месяцев назад

      bro, did you tke money out of your rrsp through the Home Buyers Program? if so, YOU ABSOLUTELY, 100% HAVE TO REPAY THAT MONEY WITHIN 15 YEARS or you owe taxes on it...

  • @eiramshaikh
    @eiramshaikh Год назад

    Being a new immigrant in Canada , a person will not be able to create RRSP account right !!! so in that case, where should the person put his/her money in order to reduce the taxes , considering that the amount can be used for buying the first house, which is otherwise possible in case of RRSP account for the person who has filed the taxes in the first year. So basically, I want to know if there is any alternative to RRSP account . (Note : TFSA is not a solution to me as i won’t be able to use it for my first house ). I would truly appreciate your response .Thank you

  • @makkusambu1069
    @makkusambu1069 Год назад +1

    Common....8% YOY??????? I have been saving into RRSP for 22 years now.......$228k has moved to $253k. Have been through two tsunamis of 2008, 2016 crashes as well as 2019 Covid debacle. These excel gimmicks will entirely depend on multiple factors and macro economics. Yes, there were years when Gurus like you created excel sheets with 35% growth.

    • @pjm3005
      @pjm3005 7 месяцев назад +2

      what is your rrsp invested in? you just letting 228k in cash just sit there making 1%?

  • @jasminderpalsinghsehgal2169
    @jasminderpalsinghsehgal2169 2 года назад

    I think RRSP calculation is wrong or confusing!
    How come "After Tax income" increased?
    50k-9k(rrsp) = 41k. It should be "Taxable income" and not "after tax income"
    Thanks

    • @growwithnav
      @growwithnav  2 года назад

      It’s confusing as the numbers almost match. The tax is calculated on 41K but the after tax income is over 41K :)

    • @jasminderpalsinghsehgal2169
      @jasminderpalsinghsehgal2169 2 года назад

      Good video overall

  • @nerissa5857
    @nerissa5857 2 года назад

    Liked the video and all the information Nav. I know about both, but now I know more and how to strategize better. Once you know more about the first-time home buyer savings account, could you please make a video on that. Not sure if you can use that money as well as RRSP for the down-payment or closing of a first house. Thank you.

  • @reubenkumar129
    @reubenkumar129 2 года назад +1

    Amazing video thank you 🙏

  • @abhiketgaurav293
    @abhiketgaurav293 Год назад

    Hi Nav, great video. I am a new immigrant to Canada. I am 36 years old and moved in 2021. I have never contributed to TFSA or RRSP. Can you guide me as to how can I calculate my contribution limits as of 2023?

  • @catherineto
    @catherineto Год назад

    Man, you have a typo on TSFA vs. Your spelling TFSA

  • @dhartisiddhpura4272
    @dhartisiddhpura4272 2 года назад +1

    Hi Navjot bhaiya .. commenting after long on your video.. More than thanking you, I would like to appreciate the efforts you put in each of your videos. You are really hardworking, and your videos are really very informative. Thank you 😊

    • @dhartisiddhpura4272
      @dhartisiddhpura4272 2 года назад

      Also, I have one question. Would like to understand why you are refraining from investing in Indian economy?

    • @growwithnav
      @growwithnav  2 года назад +2

      Thank you :)
      No particular reason. It’s just that I think it comes with the risk of currency exchange and inflation.

    • @dhartisiddhpura4272
      @dhartisiddhpura4272 2 года назад

      @@growwithnav Thank you for your reply😀

  • @shubhamb264
    @shubhamb264 2 года назад

    Thanks for your information.i also use to fund my TFSA from RRSP return. I use Vanguard ETF for TFSA, would request if you can guide on ETF as well as post a video on incorporation things like things to do post incorporation for example minute book
    .

  • @gratedata8847
    @gratedata8847 2 года назад

    Hi Navjot. Isn't investing in RRSP after drawing minimum salary(falling in first tax bracket) from your corporation, the tax would be lower than the corporation tax you would owe for that same amount ? Also could you make a video on how one could invest directly through the corporation.

    • @growwithnav
      @growwithnav  2 года назад +1

      Corp tax is 12.2%
      The lowest bracket of all :)
      Sure; will make one soon.

  • @naimrahman82
    @naimrahman82 2 года назад

    Hi Nav, Liked your videso. Very informative. Like you, i also have a corporate account. Would like to know more about investments that can be done through a corporation without paying yourself. Appreciate if you can create a dedicated video on this for professional who have a corporate account and would like to grow money in a corporate account though real estate, NRSP etc...

    • @growwithnav
      @growwithnav  2 года назад +1

      Will make one soon…
      Questrade for business is how I do via incorporation for stocks.

    • @BhomSingh-d9c
      @BhomSingh-d9c 7 месяцев назад

      Hi ​@growwithnav paji .
      I also just started through questrade.
      Do you invest from operating company or have a saprate holding company.
      Friend of suggest on open holdco for investment

  • @IshanMahajan
    @IshanMahajan 2 месяца назад

    @growwithnav How can we connect to discuss my investment plan?