Maximize Your RRSP Return Through Asset Location

Posted on January 5th, 2026 in E-Newletters, Investing, Retirement, Tax
Do you know the real rate of return on your investments? Generally, Canadians measure the success of their investments based…
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Too Much Life at the End of the Money

Posted on January 5th, 2026 in E-Newletters, Life Events, Retirement
You have probably heard the phrase; too much month left at the end of the money. Paying for housing, groceries,…
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When Retirement Savings Meet Healthcare Realities

Posted on November 5th, 2025 in E-Newletters, Life Events, Retirement
Ted and Martha had always planned well for retirement—about $600,000 in their RRIFs, which gave them nearly $4,000 a month before…
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Why You Need a Solid Financial Strategy

Posted on October 2nd, 2025 in E-Newletters, Retirement
In recent years, the F.I.R.E. movement—short for Financial Independence, Retire Early—has gained traction among Canadians looking to leave the workforce decades ahead…
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Avoiding Common Financial Mistakes in Retirement

Posted on July 31st, 2025 in E-Newletters, Life Events, Retirement
Retirement is a milestone many eagerly anticipate – a time to relax and enjoy the fruits of years of labor.…
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Tax Efficient RRSP Withdrawal Strategies

Posted on July 2nd, 2025 in E-Newletters, Retirement, Tax
Many Canadians diligently contribute to their Registered Retirement Savings Plans (RRSPs) throughout their working years, aiming for a comfortable retirement.…
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Estate Planning for the Terminally Ill: A Practical Guide

Posted on March 26th, 2025 in E-Newletters, Retirement
If you’re between 35 and 65, chances are you know someone who has been diagnosed with a terminal illness. It’s…
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How to Weather Economic Uncertainty

Posted on February 26th, 2025 in E-Newletters, Investing, Retirement
With all the media talk about US / Canada trade tensions these days it’s a good time to discuss some…
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The Retirement Dilemma: Part 2

Posted on January 29th, 2025 in E-Newletters, Retirement
In retirement, most people aim for financial security—but rising costs can make that harder than expected. Let’s talk about it.…
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More Overlooked RRSP Tricks

Posted on January 6th, 2025 in E-Newletters, Investing, Retirement, Tax
More than 65% of Canadians have made deposits to Registered Retirement Savings Plans (RRSPs). Many do so just for the…
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