Category Archives: Investments

Comparing TFSAs and RRSPs

    If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. Let’s take a look at their key features: While a TFSA can be used

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    RRSP Deadline is March 1, 2018. How much tax can you save?

      RRSP Deadline: March 1, 2018 The deadline for contributing to your Registered Retirement Savings Plan (RRSP) for the 2017 tax filing year is March 1, 2018. You generally have 60 days within the new calendar year to make RRSP contributions that can be applied to lowering your taxes for the previous year. If you want

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      6 Steps to Retirement Success

        Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Have a written plan which merges life priorities with financial resources. Consolidate your income-producing assets with one advisor. Layer different sources of income in the most efficient manner. Structure income in order to preserve valuable tax credits and government

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        Retirement and Debt

          RRSP or TFSA? What’s the difference? With the RRSP deadline around the corner, we’re here to help you figure out where you should invest.

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          Sources of Funds for Education

            Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education. In addition, when you have a plan, it’s easer to make financial decisions that align with your goals and provide peace of mind. We outline 7 sources of funds for paying for post-secondary education.

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            Federal Budget 2016

              The Honourable Bill Morneau, Minister of Finance, recently announced the federal budget for Canada for 2016. We’ve put together an infographic to outline the highlights of the federal budget and what it means for families, retirees and business owners.

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              Individual Pension Plans

                                                          Individual Pension Plans (IPPs), offer business owners and incorporated business professionals a way to greatly increase their retirement savings. They enable you to invest annual contributions that go well beyond what you can put

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                The Benefits of Consolidation

                  When putting together your financial plan, there is no question about the benefits of consolidation. The importance of having a financial plan is the ability to coordinate, consolidate and be able to implement your plan to achieve your goals.

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