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Retirement Planning

Young couple looking at tablet
Young couple looking at tablet
Aug 20, 2019
When it comes to retirement planning, should you focus on growth or safety? Here are three strategies that can help you get both security and long-term growth potential.
Multi ethnic couple working together
Multi ethnic couple working together
Jul 15, 2019
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.
Young couple reviewing documents
Young couple reviewing documents
Jul 4, 2019
You might be worried if you and your spouse have opposite ideas about investing. But your differences may present no problem at all – and could even benefit you both.
Retired couple on boat
Retired couple on boat
Jun 20, 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.
Mother and adult daughter in the park
Mother and adult daughter in the park
Jun 11, 2019
In matters of financial affairs, the day may come when you’ll be parenting your parents. Here’s a strategy to help begin the conversation.
Retired couple walking along a beach
Retired couple walking along a beach
May 13, 2019
When retirement arrives, your investment planning objectives change. However, there is no single solution that suits everyone. Here are three illustrations that show how each retiree may take a different approach in retirement income planning.
Parliament Hill Ottawa Canada
Parliament Hill Ottawa Canada
Mar 21, 2019
On March 19, 2019, federal Financial Minister Bill Morneau tabled the Liberal government's highly anticipated federal budget - here's everything you need to know.
Multi ethnic couple reviewing documents
Multi ethnic couple reviewing documents
Mar 13, 2019
Are you using your Tax-Free Savings Account (TFSA) to its best advantage? Find out about five objectives a TFSA can achieve, and why you might change your TFSA investments over time.
Happy couple meeting financial advisor
Happy couple meeting financial advisor
Jan 31, 2019
Your financial situation may be more complicated as life evolves, but fortunately, you’re not alone when you have an advisor. Here are two examples of couples facing multiple financial issues at once, and how their advisors helps take the worry out of their financial life.
 Middled aged couple in the kitchen reading tablet
 Middled aged couple in the kitchen reading tablet
Jan 23, 2019
Planning for the number of years that will need to be funded during retirement can be difficult. The retirement income floor strategy can help you determine how much income you will need.