The surprising variety of RESP-eligible programs

Hundreds of institutions beyond universities and colleges offer programs eligible for Registered Education Savings Plan (RESP) funding. Check out some of the career choices, from paralegal to pilot....

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Why drawing retirement income is personal

Do you know the time-tested formula we can all follow when receiving retirement income? There isn’t one. Learn why each retiree needs a customized income strategy....

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Will you retire at the same time as your spouse?

Surprising as it may seem, reports show that spouses in most couples retire at different times. Check out the reasons why you and your spouse might or might not retire at the same time....

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How to avoid or minimize the OAS clawback

Will you ever be at risk of having your Old Age Security (OAS) pension clawed back? We’ve got four strategies to reduce the clawback—or even prevent it altogether....

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Planning for market volatility

Do you shudder when you hear “volatility?” See how you can be prepared financially and psychologically for market swings—and that includes remembering volatility’s upside....

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Navigating the retirement risk zone is personal

There’s a risk zone several years before and after retirement. The risk is a severe market downturn that upsets your retirement plans. Learn a few ways to stay afloat if markets sink at the wrong time....

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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....

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Creating & Updating Your Will

Factors to consider when creating and updating your Will....

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How You Can Excel, As A Couple

Exploring how couples can share financial responsibilities as well as some different tax strategies applicable to couples....

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Reasons for Life Insurance

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....

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