When a Spousal RRSP Still Makes Sense

1 November, 2018

A spousal Registered Retirement Savings Plan (RRSP) is all about paying less tax during retirement. The higher income spouse contributes to the plan during working years, but withdrawals in retirement are favorably taxed in the hands of the lower inc... Read More

How much income will you need in retirement?

15 August, 2018

Filed Under: Retirement Planning

A recent survey found that nearly half of retirees retired earlier than planned, due to circumstances beyond their control.1 It’s a reality for all of us, that unforeseen events may cause us to retire earlier or later than expected, and it’s more imp... Read More

How much retirement income is enough?

15 April, 2017

Many Canadians are either misinformed or working on the wrong set of assumptions when it comes to planning for their retirement years and retirement income. Getting educated on how much you will need, and where it’s going to come from is a critical p... Read More

Taking Advantage of TFSAs

1 March, 2017

One question that often arises is whether it’s better to invest in a Tax-Free Savings Account (TFSA) or Registered Retirement Savings Plan (RRSP). If possible, why not consider both?... Read More

Big Bonus, Big Plans

1 December, 2016

Many companies pay annual discretionary bonuses to employees, either at year’s end or in the first few weeks of the following year.... Read More

Take Control of Your Retirement Income

1 October, 2016

Did you know that 1 out of every 5 Canadians will be retired in 2020? By 2030, the number will approach 1 out of every 4.1 With such a significant number of Canadians approaching retirement and living off a fixed income, now is the time for investors... Read More

Chase Your Dreams, Not Investment Trends

1 September, 2016

The best way to reach your goals is to stay the course. Think about these two expressions for a minute: “follow your dreams” and “follow the crowd.”... Read More

Understanding the Cost of Advice

15 May, 2016

  As with many other types of services delivered, there is a cost for the value of financial advice. This is true regardless of the investment solution (or investment plan you may have). The cost you incur will vary from advisor to advisor and there are... Read More

Lessons from the Best: Warren Buffett

1 May, 2016

  Insights from one of the world’s most successful investors. Warren Buffett is one of the world’s most successful investors. His talent for investing has helped him become a self-made billionaire and a trusted source of investment insights for others... Read More

Securing your Family's Future
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.