Hallmark Retirement Accounts

These are the cornerstone accounts for most Canadians, designed to help you save for retirement with significant tax advantages.

Tax-Free Savings Account (TFSA)

  • Tax-sheltered growth and withdrawals
  • Flexible savings goals
  • $7,000 annual limit (2025)
  • Unused room carries forward

Registered Retirement Savings Plan (RRSP)

  • Tax-deductible contributions
  • Tax-deferred growth
  • 18% of earned income limit
  • $32,490 maximum (2025)

Specialized Investment Accounts

RESP

  • Education savings
  • Government grants
  • Tax-free growth
  • $50,000 lifetime limit

FHSA

  • First home savings
  • Tax-deductible
  • Tax-free withdrawals
  • $40,000 lifetime limit

RDSP

  • Disability savings
  • Government support
  • Tax-sheltered growth
  • $200,000 lifetime limit

Other Investment Accounts

Non-Registered

  • No contribution limits
  • Taxable earnings
  • Full liquidity
  • Flexible investments

RRIF

  • RRSP conversion
  • Retirement income
  • Mandatory withdrawals
  • Tax-deferred growth

LIRA

  • Pension transfers
  • Locked until retirement
  • Provincial rules apply
  • Tax-deferred growth

2025 Updates to Investment Accounts

Several key investment account limits have been updated for 2025:

  • TFSA annual contribution limit: $7,000
  • RRSP maximum annual contribution: $32,490
  • RESP educational assistance payment threshold: $28,881
  • FHSA annual contribution limit: $8,000 (unchanged)
  • RDSP lifetime contribution limit: $200,000 (unchanged)

Remember that contribution limits are reset annually, and unused contribution room for TFSAs and RRSPs carries forward, potentially allowing for larger contributions in future years.

About Altiora Wealth Management

Based in Fredericton, New Brunswick, Altiora Wealth Management proudly serves clients across Atlantic Canada, including Nova Scotia and Prince Edward Island. We specialize in helping individuals, families, and business owners achieve their financial goals and build a secure future.

Our comprehensive services include retirement planning, investment management, life insurance, health insurance, estate planning, and tax-efficient strategies.

Whether you're maximizing your RRSP and TFSA contributions, protecting your loved ones with customized life insurance policies, or securing your child's future with an RESP, we provide the expertise and personalized guidance you need. With a focus on long-term growth, financial security, and meaningful results, Altiora Wealth is committed to turning today's financial vision into tomorrow's legacy.

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Let us help you create a financial plan tailored to your values and goals.

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