『TFSA: The Private Banker's Method』のカバーアート

TFSA: The Private Banker's Method

TFSA: The Private Banker's Method

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概要

Most Canadians have a TFSA. Few get the most out of it.


In this episode, based on the notes of Raphael (25 years in private banking), we walk through the private banker's method in 4 steps:

1. Give the account a job: cash or invested?

2. Check the fee: 1.93% vs 0.20% can mean about $155,000 over 30 years (hypothetical)

3. Put the right assets in the right account (US dividends and the 15% withholding tax)

4. Respect the contribution rules, then automate


Free Canada Fee Report 2026: https://eliyatefinance.online/data-lab/canada-fee-report-2026/


This show is read by a synthetic voice. Educational only, not tax or investment advice.

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