Category Archives: Retirement

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.

    Read More

    Old Age Security Clawback

      If you’re in a situation where you could be losing some of your OAS benefit, you may want to consider the following strategies to help minimize your loss. Please always consult us prior to implementing any of these strategies to ensure this makes sense in your situation.

      Read More

      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

        Read More

        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.

          Read More

          Segregated Funds and Mutual Funds- What’s the difference?

            The Difference between Mutual Funds and Segregated Funds Both mutual funds and segregated funds are a type of investment pool. The financial assets of these pools are owned by the investors. Segregated funds are considered as insurance products sold by an insurance company and have different risks and benefits when compared to mutual funds. Only

            Read More
            Page 1 of 212