Tagged: Retirement Planning
Wealth management is the amalgamation of the clients’ investments, taxes and estate plans into an all-integrated plan to achieve their individual goals through proper management of their financial resources. It involves integrating financial planning,...
One of the challenges faced by people who earn a higher income is finding tax efficient ways to save for retirement. In order to maintain the same standard of living after retirement as they...
If you (or loved one) do not have your elder estate planning in order and you die without a Will, this situation is called being “intestate.” The State and probate court will then become...
The lump sum death benefit was introduced to help the families of deceased contributors deal with funeral expenses. However, the benefit can be used for any purpose. The amount of the benefit is the...
Which should I choose – RRIF or Annuity? Congratulations, your last day of work has finally arrived its time for Retirement! Now what? What are you going to do with all the free time? What will...
In 2008, an Ipsos Reid poll showed that 51 per cent of all Canadians expected to be fully retired by the age of 66. In 2011, the same poll showed the number had dropped...
As parents, we want nothing more than for our kids to succeed. Often, we wish to give our children a “leg up” in their transition to adulthood by helping them out with larger expenses,...
