Posts Tagged ‘Retirement & Pensions’
Retirement Shouldn’t be a Taxing Transition
When people think of retirement, they make think of relaxing at the cottage, traveling the world, or maybe with the recent blasts of winter we have been receiving, spending some time in warmer climates. What most people don’t think about is how my taxes are going to change. Yes, with April just around the corner,…
Read MoreThese are the eight sources of retirement income you need to know about
In RRSP season there is a lot of focus on your RRSP — surprise, surprise. As most of you know, the RRSP will ultimately turn into a RRIF and be a key source of your income in retirement. What many people don’t always think about is other potential sources of retirement income. In our work…
Read MoreFINANCIAL FACELIFT: With ambitious retirement goals, will this couple have enough to meet their lifestyle needs?
Below you will find a real life case study of a couple who are looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identities. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
Read MoreFINANCIAL FACELIFT: This couple started saving too late for retirement and now face some tough choices
Below you will find a real life case study of a couple who are looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identities. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
Read MoreFINANCIAL FACELIFT: Can an uncertain investment help this 60-year-old retire early?
Below you will find a real life case study of a woman who is looking for financial advice on how best to arrange her financial affairs. Her name and details have been changed to protect her identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
Read MoreFINANCIAL FACELIFT: How one woman is trying to make the most of her investments to meet her travel goals
Below you will find a real life case study of an individual who is looking for financial advice on how best to arrange her financial affairs. Her name and details of her personal life have been changed to protect her identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew…
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