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    Advice that matters

    Welcome to the Prospera Wealth Review, where we round up the best wealth advice available and deliver it to you every quarter.

    Important dates:


    Tax-Loss Selling Deadline for investors filing their taxes in Canada - December 27, 2023

    Tax-Loss Selling Deadline for investors filing their taxes in the USA – December 29, 2023

    *NEW* 2024 TFSA Contribution Limit - $7,000

    RRSP Deadline – February 29, 2024

    Prospera Wealth Review Newsletter - Issue 1

    Winter 2023

    In this issue:

    • Explore the benefits of Pre-Authorized Contributions
    • Take a closer look at the new First Home Savings Account (FHSA)
    • Compare how FHSAs, TFSAs and RRSPs work for a downpayment
    • Check out current Monthly Market Insights

    View newsletter

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    Mutual funds are offered through Credential Asset Management Inc. and Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds and other securities are offered through Qtrade Advisor and Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

    Aviso Wealth Inc. (‘Aviso’) is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, Qtrade Guided Portfolios and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P.