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"MAKING OTHER PLANS…"* - RBC Financial Planning Tips and Facts and Atlantic Canada Media Contacts for National Financial Planning Week

HALIFAX, Oct. 17, 2011 /CNW/ -

WHICH… are the top 5 concerns Canadians have about their finances?

  1. How can I save AND pay down my debt?
  2. Should I have an RSP or a TFSA…or both?
  3. Should I pay down my mortgage, or contribute to my RSP or my TFSA?
  4. How can I pay for my children's education?
  5. When will I be able to afford to retire?

WHAT… are the top 5 tips RBC Financial Planning recommends to help Canadians deal with their financial concerns?

  1. Pay yourself first - a simple but very effective lifelong approach.
  2. Have a plan - and write/type it out, so you can share it to gain advice about the best ways to make your plan work for you.
  3. Learn about tax-saving options - RSPs, TFSAs, HISAs, RESPs, RDSPs.
  4. Make regular contributions to the tax-savings options that are best for you.
  5. Reduce your most expensive debts as much and as quickly as you can.

HOW… important are financial plans, RSPs, TFSAs to Canadians?

  • 1-in-5 Canadians (19 per cent) has a formal financial plan
    • 70 per cent of these Canadians feel they are better off because of their plan
  • 61 per cent of Canadians have an RSP
    • The average RSP contribution in 2010 was $4,525
    • Top 2010 RSP investments: Mutual funds; GICs/Term deposits; Savings accounts
  • 36 per cent of Canadians have opened TFSAs
    • Top three reasons Canadians have TFSAs: Tax shelter (37 per cent); emergency savings (36 per cent); long-term retirement savings (36 per cent)

WHO… can Atlantic Canada media talk to about financial planning advice?

  • Scott Christie Financial Planner, RBC Financial Planning, Halifax
  • Evan Hickey Financial Planner, RBC Financial Planning, Halifax
  • Stuart Gray Regional Financial Planning Consultant, RBC Financial Planning, Moncton

WHERE…can Atlantic Canada media find more information? 
Please call or e-mail:
Lori Smith, RBC, lori.smith@rbc.com, 902-421-8121
Kathy Bevan, RBC, kathy.bevan@rbc.com, 416-974-2727

* "Life is what happens to you while you're busy making other plans…"  John Lennon

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