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Retirement Planning
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.