Optiml Quiz

What is the primary benefit of using Optiml for managing your investments and tax optimization in Canada?

It guarantees the highest returns on investments. It helps automate the filing of tax returns. It optimizes the order and timing of deposits and withdrawals to minimize lifetime taxes. It offers the best currency exchange rates for foreign investments.

Which of the following is a feature unique to TFSAs compared to RRSPs and non-registered accounts?

Contributions are tax-deductible. Withdrawals can be re-contributed in future years without penalty. Investment income is taxable annually. There are no contribution limits.

Which account type allows Canadians to transfer funds from a pension plan upon leaving an employer?

RRSP TFSA LIRA RESP

What happens to unused FHSA contribution room in Canada?

It is lost if not used within the year. It can be carried forward for one year only. It is capped at a maximum of 5 years. It can be transferred to a spouse's FHSA.

We're building a tool to help people like you.

I’d love to chat with you about the challenges you’re facing and gather insights on how we can provide even more value to our customers. If you have 15 minutes to spare, I’d be grateful for the opportunity to connect on a quick call.

- Zac Davies, Co-Founder

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Quiz

Pass Optiml's Canadian finance knowledge quiz and receive a 10% off coupon!

What is the primary benefit of using Optiml for managing your investments and tax optimization in Canada?

Which of the following is a feature unique to TFSAs compared to RRSPs and non-registered accounts?

Which account type allows Canadians to transfer funds from a pension plan upon leaving an employer?

What happens to unused FHSA contribution room in Canada?

We're building a tool to help people like you.

I’d love to chat with you about the challenges you’re facing and gather insights on how we can provide even more value to our customers. If you have 15 minutes to spare, I’d be grateful for the opportunity to connect on a quick call.

- Zac Davies, Co-Founder

Make your Optiml™ retirement plan

Quiz

Pass Optiml's Canadian finance knowledge quiz and receive a 10% off coupon!

What is the primary benefit of using Optiml for managing your investments and tax optimization in Canada?

Which of the following is a feature unique to TFSAs compared to RRSPs and non-registered accounts?

Which account type allows Canadians to transfer funds from a pension plan upon leaving an employer?

What happens to unused FHSA contribution room in Canada?

We're building a tool to help people like you.

I’d love to chat with you about the challenges you’re facing and gather insights on how we can provide even more value to our customers. If you have 15 minutes to spare, I’d be grateful for the opportunity to connect on a quick call. - Zac Davies, Co-Founder

Make your Optiml™ retirement plan

I’d love to chat with you about the challenges you’re facing and gather insights on how we can provide even more value to our customers. If you have 15 minutes to spare, I’d be grateful for the opportunity to connect on a quick call.

- Zac Davies, Co-Founder