Category Archives: TFSA

Getting the best from a financial advisor

    Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor. What can your financial advisor help you with? Defining your financial goals and creating a step by

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    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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      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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        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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