Working with World Financial Group, Danielle can offer her clients competative rates of return on RRSP, TFSA and Open account investments. As a broker she can go directly to investment firms for her clients, on average helping them achieve 7-10% returns. 

Danielle believes in solid, safe investing for her clients, using segregated funds. These funds are used primarily for retirement purposes and are outside the scope of probate. 


Registered with the government

Small Tax break annually

Contribtion limit based on income

100% taxable on withdrawal

Open Accounts

Not registered with government

No tax break annually

50% Tax on growth

Capital Gains Tax

Tax Free Savings Account

Many Investment Options

Contribution Limit $5000/year

Back dated to 2009: 52K room

Growth and Principle Tax Free

Example 1

$25/Month @ 2% over 30 years

End Investment: $12,302

@25/Month @ 8% over 30 years

End Investment: $35,440

Example 2

$100/Month @ 2% over 30 years

End Investment: $49,207

@100/Month @ 8% over 30 years

End Investment: $141,761

Example 3

$250/Month @ 2% over 30 years

End Investment: $123,019

@250/Month @ 8% over 30 years

End Investment: $354,403

If I could show you a way to get your investments working harder for you, wouldn't it be worth an hour of your time? 

Danielle's SOS Bookkeeping Services Life Insurance, Investments (RRSP, TFSA), Disability services to the following areas:

Edmonton, Leduc, Wetaskiwin, Fort Saskatchewan, Spruce Grove, Sherwood Park, Spruce Grove, Devon, Beaumont, and all rural areas in and around Edmonton.

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