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Retirement Planning

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.
man and woman snow sledding
man and woman snow sledding
Dec 21, 2020
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.
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.
young man using laptop
young man using laptop
Oct 15, 2020
Managing Covid-19 has challenged our economy, and we’ve all felt the fallout in our investment portfolios. But there are two things to keep in mind that will help you maintain peace of mind.
meeting with three people
meeting with three people
Jun 29, 2020
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.
African American couple walking on the beach
African American couple walking on the beach
Jun 18, 2020
You don’t have to win the lottery. Find out the more common reasons why some people may consider retiring earlier than planned.
black couple on beach
black couple on beach
Feb 6, 2020
Here are some tips on how financial, estate and retirement planning changes as you navigate through your 50s and 60s.
Mixed couple reviewing paperwork
Mixed couple reviewing paperwork
Jan 21, 2020
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.
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.