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....
Factors to consider when creating and updating your Will....
Exploring how couples can share financial responsibilities as well as some different tax strategies applicable to couples....
My clients often ask me why they would need a life insurance policy. Simply speaking, life insurance can help your loved ones deal with the financial impact of your death....
When investing, it’s important to look at the whole picture. You need to consider inflation in your overall returns and factor it into your investment decisions....
A financial plan is a key part of your financial journey. It can make the difference between a successful and an unsuccessful financial journey....
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....
Many people approaching or in retirement are torn between downsizing and staying in their home. Here are some considerations and how we can help....
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....
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....
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