Your Retirement
With careful planning, you can make sure your money outlasts you.
There are many different options available: RRSPs, TFSAs, CPP, annuities, investment funds and more. All of these things exist to help you grow your assets so you can invest in your future.
But how can you choose which investments are right for you? That’s where an experienced financial advisor can help. An advisor can help you sort through your priorities, goals, and risk tolerance levels so you can make the decision that is the best one for you.
Retirement Plan
About half of Canadians hope to retire before age 60, but hope is not a plan. What is your retirement plan? Find out about the seven key strategies for…
RRSP
A Registered Retirement Savings Plan is a retirement plan that is registered with the federal government and that you or your spouse or…
Estate Planning
Many people assume that estate planning is only for the wealthy. So, it must come as a shock to the families of all the Canadians who die every…
RRIF
A Register Retirement Income Fund is an investment plan, established in accordance with Government of Canada requirements, into which…
Will
A will is a written document, properly signed, which: (1)specifies who is to administer the estate (the executor), (2) specifies what is to happen with the…
TFSA
The Tax Free Savings Account is a registered savings account that allows taxpayers to earn investment income tax-free inside the…
LIF
A Life Income Fund (LIF) is a retirement income plan using locked-in pension money and the owner of the LIF can control the investments held within…
Annuities
Annuities are one of the simplest investment vehicles one could acquire. Simply put, when you establish an annuity, you are purchasing a…
LIRA
The Locked-In Retirement Account (LIRA) and Locked-In Retirement Savings Plan (LRSP) enable you, as an employee to maintain the…
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