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Investments

Black married couple
Black married couple
Mar 29, 2021
Find out why some retirees choose to begin government benefits early, some start at 65 and others start at 70. Then see if you lean toward any one of these options.
retired man and woman sitting in the park
retired man and woman sitting in the park
Jan 28, 2021
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.
retired couple sitting on couch
retired couple sitting on couch
Dec 17, 2020
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.
Les taxes imposes par les Etats-unis
Les taxes imposes par les Etats-unis
Oct 30, 2020
Red, split, or blue - three potential outcomes of the next U.S. election, and what they could mean for markets and the economy.
Les taxes imposes par les Etats-unis
Les taxes imposes par les Etats-unis
Oct 29, 2020
The U.S. Presidential election is only weeks away, and for the most part, the markets have been paying more attention to Covid-19 data and downplaying the possible administration change.
woman on her phone and laptop
woman on her phone and laptop
Sep 24, 2020
Considering each person has unique insurance needs, group life and health insurance plans do an excellent job in providing coverage. But you may have a gap or two that needs to be filled.
young man and woman looking at documents
young man and woman looking at documents
Jun 11, 2020
Did you know that an RESP is composed of two different pools of money? We’ll explain how RESP withdrawals work and how you can minimize or eliminate any tax.
farm on a sunny day
farm on a sunny day
Jan 16, 2020
If you plan to transfer farm inventory to the next generation, you may consider transferring the inventory over a number of years to spread the income and resulting tax liability over those years.
client meeting with financial advisor
client meeting with financial advisor
Jan 7, 2020
Learn about the number one factor that determines whether an RRSP or a TFSA delivers the best performance for retirement savings.
Retired couple on boat
Retired couple on boat
Dec 27, 2019
Reducing the Old Age Security (OAS) clawback means reducing your net income. This can involve a variety of techniques that your financial advisor can plan for. Here are four strategies to consider.