Moya Financial Matters

A master class in RRSPs and other registered financial products available at Moya Financial featuring Jak Slavec

Episode Summary

In this episode we sit down with Jak Slavec, Mutual Funds Representative and Senior Wealth Services Advisor.  We talk registered financial products including RRSPs, TFSAs, RESPs, and Jak puts on a master class explaining each in clear, plain language.  We really delve into RRSPs, the only product  of the three that has a contribution deadline in early March to count towards a tax advantage for the prior year, and Jak lays out  practical strategies to approaching your financial planning.

Episode Notes

Greetings and welcome to “Moya Financial Matters” brought to you by Moya Financial Credit Union in Toronto, Canada.   This podcast is not intended to provide financial or financial planning advice, please visit us in person at our branch and we’d be more than happy to meet and chat in person!

In this episode we sit down with Jak Slavec, Mutual Funds Representative and Senior Wealth Services Advisor .  We talk registered financial products including RRSPs, TFSAs, RESPs, and Jak puts on a master class explaining each in clear, plain language.  We really delve into RRSPs, the only product  of the three that has a contribution deadline in early March to count towards a tax advantage for the prior year, and Jak lays out  practical strategies to approaching your financial planning.

Let’s listen in now to my interview with Jak live from his office at the Brown’s Line branch 

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Thanks to Jak for being our guest for this episode of Moya Financial Matters!    Listening to him you really get a great sense of  the depth of knowledge and level of comfort with the art and science of financial planning at Moya.

If you are interested in learning more about registered products reach out to Jak and the rest of the team or go online to book your appointment.

Be sure and tune in on a regular basis on Apple iTunes or your favourite podcast platform for more episodes of Moya Financial Matters -  please rate and review, and be sure and recommend to a friend or colleague in the Slovenian community and beyond - anyone who is looking for a no-fee alternative to the big banks and wants to feel like more than a number when they deal with their financial institution.   To learn more visit us at www.moyafinancial.ca.

I’m your host Michael LeBlanc, and until next time, have a great week!