Blogs & Insights

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....

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....

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....

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....