
About this episode
Evan shares his annual checklist of key financial tasks to consider before the year ends. Topics include maximizing your First Home Savings Account (FHSA), TFSA withdrawal timing, spousal RRSP strategies, charitable giving, capital gains/losses, mutual fund distributions, workplace benefits, and tips for staying organized. Evan also highlights useful resources to help you get your finances in order for the new year.
📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing
Get every episode summarized
Each time The Canadian Money Roadmap publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Canadian Money Roadmap

A new way to gamble your retirement savings away
The Canadian Money Roadmap

Navigating the Retirement Red Zone: A Guide for Canadians Approaching Retirement
The Canadian Money Roadmap

How much do Canadians need to save for retirement? The Wealthy Barber vs The Rul...
The Canadian Money Roadmap

Are Canadians holding too much cash?
The Canadian Money Roadmap