With careful planning, you can make sure your money outlasts you.
There are many different options available: RRSPs, TFSAs, CPP, annuities, investment funds and more. All of these things exist to help you grow your assets so you can invest in your future.
But how can you choose which investments are right for you? That’s where an experienced financial advisor can help. An advisor can help you sort through your priorities, goals, and risk tolerance levels so you can make the decision that is the best one for you.
Retirement Plan
About half of Canadians hope to retire before age 60, but hope is not a plan. What is your retirement plan? Find out about the seven key strategies for retirement…
RRSP
A Registered Retirement Savings Plan is a retirement plan that is registered with the federal government and that you or your spouse or common-law partner can…
Estate Planning
Many people assume that estate planning is only for the wealthy. So, it must come as a shock to the families of all the Canadians who die every year without a will when the province takes…
RRIF
A Register Retirement Income Fund is an investment plan, established in accordance with Government of Canada requirements, into which you can…
Will
A will is a written document, properly signed, which: (1)specifies who is to administer the estate (the executor), (2) specifies what is to happen with the assets and liabilities of the…
TFSA
The Tax Free Savings Account is a registered savings account that allows taxpayers to earn investment income tax-free inside the account. Contributions to the account are…
LIF
A Life Income Fund (LIF) is a retirement income plan using locked-in pension money and the owner of the LIF can control the investments held within the fund. In addition to the requirement for…
Annuities
Annuities are one of the simplest investment vehicles one could acquire. Simply put, when you establish an annuity, you are purchasing a lifetime income. Examples of annuities are…
LIRA
The Locked-In Retirement Account (LIRA) and Locked-In Retirement Savings Plan (LRSP) enable you, as an employee to maintain the tax-deferred status of…
WE CAN HELP
Without barely a moment’s thought, you would…
Do you ever feel like life is too automated? Maybe…
You have worked all your life and saved for…
After years of living the “rat race”, you are looking…
First you were putting on their diapers. Then you…
If you are just starting out, it’s easy to…
You get home from work, your spouse is…
You are more experienced now, your bank account is…
During the last market downturn, retirees who…
Running a single-person household has a unique set of..
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