Blogs & Insights

Did you know you could 'over contribute' to your RSP after you turn 71 without penalty? Here's how....

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....

In this GPS edition we show you a few ways to set up your RRIF account in a tex-efficient manner specific to your needs....

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....

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....

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....

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....

In this section of the Fall Guided Planning Solutions (GPS) we review the benefits of sharing the Canadian Pension Plan (CPP) between spouses....

We often get questions about accelerated RSP drawdowns before age 71. The quick answer is - it depends. See more inside....

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....