Category Archives: RRSP

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.

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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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        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

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          Property Ownership

            Tenants in Common and Joint ownership are two ways of owning property that couples have as an option. Many couples use the Joint Ownership option as a way to avoid probate.We can help you to figure out the most beneficial way to set up your assets so that the greatest possible share of your wealth

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