Is an RRSP still worthwhile?

You might hear a claim that non-registered investments provide more retirement income than a Registered Retirement Savings Plan (RRSP)—but the math shows that’s a myth....

Read more

When you retire, financial literacy expands

Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options....

Read more

Is downsizing the right decision?

Many people approaching or in retirement are torn between downsizing and staying in their home. Here are some considerations and how we can help....

Read more

Meeting the Retirement Challenge Head On

Read more

Should you delay your OAS pension?

Whether to delay Canada Pension Plan (CPP) or Quebec Pension Plan (QPP) benefits gets all the attention. But you should also know about delaying your Old Age Security (OAS) payments....

Read more

Managing your RRIF withdrawals effectively

In retirement, every dollar you save in tax is more money to support your lifestyle. We’ve got ways to save tax by strategically making Registered Retirement Income Fund (RRIF) withdrawals....

Read more

What to do when retirement approaches

Do you want to retire with financial tasks and to-dos or financial peace of mind? Take these wealth planning measures in the years ahead and retire comfortably....

Read more

Retirement and the “where” factor

Closing your eyes and envisioning where you’ll retire might seem like a flight of fancy. Find out why it’s actually a constructive retirement planning exercise....

Read more

Investing in the home stretch

When retirement approaches, you want to play it safe and protect your nest egg. But you also need to support a retirement that will last decades. We’ve got ways to solve this dilemma....

Read more

When should you start CPP/QPP and OAS benefits?

Start government benefits sooner and you collect a smaller monthly benefit, but right away and for a longer time. Delay the start and you receive a larger monthly benefit, but must bridge the waiting period with other resources. Knowing when to start...

Read more