06 May, 2021 Portfolio Management Retirement

Why Evolve Your Financial Plan as Your Wealth Increases

For many people saving for retirement, their financial life often looks something like a portfolio that consists of traditional investments, generally fixed income and equities; estate planning involves drafting a will and naming an executor; or....

25 November, 2020 Retirement

10 ways to grow your RRSP

Many Canadians are increasingly relying on their own resources to fund their retirements....

02 October, 2020 Retirement

Take Control of Your Retirement Income

Turbulent markets, uncertain employment, shifting demographics and ever-changing retirement saving options can make planning a challenge....

02 October, 2020 Financial Planning Retirement

When a Spousal RRSP Still Makes Sense

A spousal Registered Retirement Savings Plan (RRSP) is all about paying less tax during retirement. The higher income spouse contributes to the plan during working years, but withdrawals in retirement are favourably taxed in the hands of the lower in...

02 October, 2020 Retirement Special Reports and Newsletters

Your Retirement Income

Canadians today face a great deal of uncertainty when it comes to their retirement. Historically low interest rates are squeezing fixed-income investments and forcing investors to consider higher-risk alternatives. At the same time, as our population...

23 April, 2020 Retirement

Lower 2020 RRIF Withdrawals Give New Flexibility to Retirees

As part of its Economic Response Plan to the COVID-19 crisis, the federal government lowered the required minimum withdrawals from Registered Retirement Income Funds (RRIFs) and Life Income Funds (LIFs) by 25% for 2020....

20 June, 2018 Financial Planning Investment Services Retirement

Retirement Income Planning

The truth is, more Canadians are retiring, and with changes in pension structures and uncertain market conditions, the landscape you need to navigate to have the retirement you are hoping for is far more complex for than ever before....