Shownotes
This week Brianna sits down with Madison Low, an Advisor in Muskoka, Ontario.
We chat about:
- Everything FHSA- First Home Savings Account (at 13:00)
- How to choose an advisor who is aligned with you and your goals
- Planning your first purchase and how best to leverage the skills of your financial dream team!
- Why you should ask your advisor (and your mortgage agent) about their compensation model.
- How an advisor can help you protect your investments, your family and of course, your first home with an appropriate insurance approach.
Grab your notebooks! Lots of info here for you first time homebuyers
More information about the FHSA available here:
https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/first-home-savings-account.html
Want to access the FHSA right now? Check it out here:
At Questrade
https://www.questrade.com/account-selection
At National Bank
https://www.nbc.ca/personal/savings-investments/fhsa.html
Want to learn more about Madison?
Connect with Madison:
On Instagram
https://www.instagram.com/mlowfinancial/
LinkedIn
https://www.linkedin.com/in/madison-low-a42ab849/?originalSubdomain=ca
or
Visit her website
https://advisor.sunlife.ca/madison.low/
Curious about Rotaract Muskoka? Check us out!:
https://www.rotaractmuskoka.com/
https://www.instagram.com/rotaractmuskoka/