Summer marks the arrival of a fresh wave of graduates stepping into the next chapter of their lives. If you're one of them, congratulations! You've worked hard to reach this point. Now, it's time for "Financial Planning for New Grads." Focus on … [Read more...]
Old Age Security Simplified
We often encounter clients struggling with when to start their Canadian OAS pension. So, we have put together some tips to help you strategically enhance your lifetime income and avoid unnecessary claw back while maximizing Your OAS benefits. OAS … [Read more...]
Maximize Your Retirement Savings: Essential Strategies for Financial Security
As we move into RSP season, it's a great time to consider ways to boost your retirement savings. The deadline to contribute for the 2024 tax year is March 3, 2025. Here are four tips to assist with your retirement planning: 1) Take Advantage of … [Read more...]
How do I plan my Retirement Income?
Retirement Income Planning allows pre-retirees to put together a plan to fund the three stages of retirement in the most tax efficient way. Watch this video to learn more ... … [Read more...]
How can I retire with Confidence?
Having a written financial plan can truly help you retire with confidence. Its also important to have your plan pressure tested to help you sleep easy knowing you won't run out of money. Watch this video to learn more... … [Read more...]