Estate Planning / Retirement Planning
How to Use Your RRSP in Estate Planning: Protect Your Assets and Minimize Taxes
Do you have an RRSP and wonder what might happen …
Navigating the OAS Clawback for 2024 and 2025: A Guide for Canadian Retirees
Introduction As retirement looms closer, understanding the nuances of the …
Financial Planning / Retirement Planning
Is the Canada Pension Plan (CPP) a Good Pension Plan?
The Canada Pension Plan (CPP) is a government-run program that …
Financial Planning / Financial Planning for Business Owners / Retirement Planning
The Art of Retirement: Mastering the C.A.D.D.I.E. Process
Retirement is more than just a phase of life; it’s …
What is the OAS Clawback Threshold for 2024?
If you’re approaching retirement or are already a recipient of …
Retirement Planning / Tax Planning
When Can You Withdraw from Your RRSP?
A Registered Retirement Savings Plan (RRSP) is a retirement savings …
Financial Planning for Business Owners / Insurance / Risk Management / Tax Planning
What is an Immediate Financing Arrangement (IFA)?
An Immediate Financing Arrangement (IFA) is a powerful financial strategy …
Is Old Age Security (OAS) based on family income?
What is Old Age Security (OAS) in Canada? Old Age …
How Much Can I Earn While Collecting CPP and OAS?
When planning for retirement in Canada, two critical components of …
“How Much Do You Need to Retire Comfortably? Discover Your Magic Number Today!”
Knowing how much you need for retirement is an integral …
Financial Planning for Business Owners
Saving for Retirement: TFSA vs. RRSP for Business Owners
If you’re self-employed or a small business owner, planning for …
Financial Planning for Business Owners / Retirement Planning
Retirement Strategies for Small Business Owners: Maximizing Your Financial Future
Retirement Strategies for Small Business Owners: Maximizing Your Financial Future …
What is a TFSA and How Does it Work?
Introduction Saving money is an essential part of planning for …
What is an RRSP and How Does it Work?
Introduction Planning for retirement is an essential part of financial …
Retirement Planning / Tax Planning
RRSP/RRIF Meltdown Strategy: A Guide for Retirees
The RRSP/RRIF meltdown strategy is a tax-efficient method to convert …
The Importance of Considering the Investment You Place in a TFSA
Are you currently holding a Tax-Free Savings Account (TFSA) or …
Maximize Your Tax Savings with Income Splitting
Today, we’re going to discuss a powerful yet underused tax-saving …
Understanding Corporate Class Funds: A Guide to Tax-Efficient Investing
What is Corporate Class? Corporate class funds, also known as …
What to Do with Your RRSP Before You Retire
One question I often get is whether you should invest …
Coping with the Emotional Toll of Major Life Transitions
Have you ever experienced a major life transition that you …
Retirement Planning / Tax Planning
OAS Clawback 2024
This article is a follow-up to my previous piece titled …
Retirement Planning / Tax Planning
Understanding the OAS Clawback for Couples in 2024
As we move halfway through 2024, couples need to understand …
Do I get CPP, OAS, or GIS if I retire outside of Canada?
Introduction Are you planning to retire outside of Canada? Or …
Financial Planning / Retirement Planning / Tax Planning
Main Sources of Retirement Income and How They Are Taxed
Are you curious about the different sources of retirement income in …
CPP Guide: CPP 65 vs. 70:
When Should You Start Your Canada Pension Plan Benefits? Deciding …
