David Beauchamp CFP®, FMA, CIM, FCSI®
Senior Financial Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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Strategies and tips to boost your RRSP
December 18, 2020 • Retirement Planning
Wouldn’t you like to get the most from your Registered Retirement Savings Plan (RRSP)? You’ll be ahead if even one tip applies to you or a family member, now or down the road.
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Retirement plans changing? Evaluate and pivot
December 18, 2020 • Retirement Planning
There are countless situations and life events that could make you alter your retirement plans. But there are four ways to react to those changes and fulfill your retirement dreams.
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How to minimize tax on retirement income
September 16, 2020 • Retirement Planning
It’s something you don’t often realize until you retire, but tax becomes one of your biggest expenses in retirement. We’ve got a few strategies that can help you trim your tax bill.
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When to make a move to safety
June 18, 2020 • Retirement Planning
There’s a right time and a wrong time to make your portfolio more conservative. Find out how the right move at the right time keeps you on track to reach your investment objectives.
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Can you retire earlier?
June 18, 2020 • Retirement Planning
You don’t have to win the lottery. Find out the more common reasons why some people may consider retiring earlier than planned.
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What’s your retirement personality?
March 26, 2020 • Retirement Planning
Imagining that you’re travelling the world or opening a charming bed and breakfast might sound like a wonderful daydream. Find out why it’s also a practical retirement planning exercise.
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When should you open a RRIF?
March 26, 2020 • Retirement Planning
It’s all about the tax. Find out why opening a Registered Retirement Income Fund (RRIF) either during your 60s or at age 71 can provide a tax break now or save tax over the long term.
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RRSP versus TFSA: Did you ever have to make up your mind?
December 30, 2019 • Investment Planning, Retirement Planning
Learn about the number one factor that determines whether an RRSP or a TFSA delivers the best performance for retirement savings.
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Should a retirement plan include your home?
September 27, 2019 • Retirement Planning
A significant cash surplus from downsizing could boost your retirement income. But find out how practical, psychological and estate planning factors influence whether you stay or go.
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Are you entering the retirement risk zone?
June 21, 2019 • Retirement Planning
It begins several years before retirement and continues for several years after the day you retire. Learn why your investments need extra protection while you are in the retirement risk zone.
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