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...]
The Importance of Financial Planning: Insights from the 2024 Fidelity Retirement Report
Recently, I delved into the 2024 Fidelity Retirement Report, marking the 19th year of Fidelity’s dedication to providing financial knowledge and education. This annual report underscores Fidelity’s commitment to helping individuals achieve their … [Read more...]
TFSA limit for 2019 released
The TFSA (Tax Free Savings Account) contribution limit for 2019 is $6,000, up from $5,500 in 2018. … [Read more...]
Top Rated Financial Services Practice in Kingston, Ontario
Financial Services Kingston We are thrilled to announce that we've been selected as one of the Top 3 Rated Financial Services firms in Kingston, ON. The Top Rating review team uses a 50-Point Inspection process which includes everything from … [Read more...]