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Retirement Planning

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
One of the most difficult things to plan for is the number of years that will need to be funded during retirement. Creating a retirement income floor can provide you with the peace of mind you need during retirement.
Retired woman standing in living room
Retired woman standing in living room
Jan 7, 2019
One of these days, the unexpected may alter the course of your life. Find out through several case studies why financial plans must adapt to meet evolving needs.
African American couple meeting financial advisor
African American couple meeting financial advisor
Jan 3, 2019
Some investors wonder if they’ll come out ahead investing in a non-registered account instead of a Registered Retirement Savings Plan (RRSP). But thanks to the significant tax deduction and tax-deferred growth, RRSPs win out.
Senior couple sitting on couch
Senior couple sitting on couch
Dec 12, 2018
If you’re lucky, the decision upon retirement of whether to stay in your home or downsize is an easy one. For many retirees, however, deciding whether or not to downsize is a struggle. Here are some things to consider in making a decision.
Mixed couple reviewing paperwork
Mixed couple reviewing paperwork
Nov 26, 2018
Ever wonder if you’ll be affected by Old Age Security clawback? To minimize OAS clawback, you need to reduce net income. During retirement, an effective strategy is splitting pension income. But several strategies, including the following, can be initiated before retirement arrives.
Couple reviewing document
Couple reviewing document
Nov 6, 2018
According to Statistics Canada, a Canadian male aged 65 is expected to live to 84 and a female to age 87. Here are some of the financial planning areas affected by the new longevity.
Father and daughter working together
Father and daughter working together
Sep 24, 2018
As baby boomers head toward retirement, many will be faced with selling or transferring a family business. Are you prepared?
Cup of coffee in women's hand
Cup of coffee in women's hand
Aug 2, 2018
According to the “latte factor” theory, you give up your daily fancy coffee or similar indulgence and invest the money you would’ve spent. Over time, your small sacrifice becomes a small fortune. But does it work in practice?

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