Be well-informed.

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Be well-informed.

RRSP

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.
plan-now-for-year-end-to-dos.png
plan-now-for-year-end-to-dos.png
Nov 8, 2018
In December, many people face a time crunch with holiday planning and end-of-year tasks. But you can reduce the stress by getting a head start on your financial to-do list. Here are some steps you can start planning now.
Retired couple on beach
Retired couple on beach
Oct 17, 2018
Of the G7 nations, Canada is the only one without an estate tax. But the federal government still has its ways of collecting tax when someone passes. There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.
Multigeneration family celebrating birthday
Multigeneration family celebrating birthday
Sep 18, 2018
When a family member is struggling with a financial issue – perhaps your parents or in-laws, or an adult child – do you ever wonder if you can ask us for advice? The answer is yes.
Grandparents and granddaughter walking in park
Grandparents and granddaughter walking in park
Sep 10, 2018
Giving a cash gift now to your grandchild brings the satisfaction of seeing your gift make a difference. It can also bring financial benefits. Here’s what you need to know.
Family portrait
Family portrait
Sep 4, 2018
When your children enter their teens, life changes in many ways — including your financial life. Here’s a look at some of the major financial planning themes that arise as you navigate their teenage years.
Retirement plan basics
Retirement plan basics
Feb 10, 2017
Are you unsure about what the different terms and acronyms used in connection with retirement plans mean? We’ve explained some of them for you.