https://youtu.be/EqICsNrMO-k Transitioning from work to retirement can be tricky, especially when it comes to managing investments. Many of our clients who are in their late working years often ask: “Should I move my investments assets into a very conservative portfolio before I retire?” This was the case for our client, Matthew, with whom we had […]
https://youtu.be/nOdk8c9ZHX4 A new year means a fresh start for your finances. It’s the perfect time to look at where you’re at and where you want to go. Whether you’re saving for retirement or planning big investments, this is a great opportunity to make sure everything is on track. Getting your money matters right is key, […]
Withdrawals from a Registered Education Savings Plan (RESP) are different than those from other registered plans. With an RESP, some withdrawals are taxable, while others are not. This means you need to do some tax planning when you withdraw funds. Your RESP has two pools An RESP account consists of two pools of funds. One […]
https://youtu.be/J0FUFOvEzDs If you haven’t accounted for your digital assets in your will or another document, you’re not alone. This is often overlooked when planning an estate. Digital property can be broadly categorized as either personal or financial. Personal assets can include social media accounts, photo and video collections, blogs and personal websites. Digital financial property […]
https://youtu.be/zjVBqQAdaU4 Giving a financial gift to a grandchild can be tremendously satisfying, knowing you’re helping to make a difference in a loved one’s life. The first step is choosing when to make a gift. You can make financial gifts to grandchildren while you’re living or upon your passing. If you give now, you’re able to […]
https://youtu.be/b0pemMFeqWs Wealth planning doesn’t retire when you do, it just changes. Now financial life is largely about making the most of the wealth you’ve accumulated. You’ll be learning about new rules, products and strategies that involve a broad range of financial considerations. Fortunately, your expanding financial literacy doesn’t have to happen all at once. You […]
As you approach the milestone of your 60’s, it’s essential to engage in comprehensive financial planning to make the most of your hard-earned savings and investments. We will guide you through the critical aspects of financial planning in your 60s, offering insights and actionable advice to help you navigate this important phase with confidence. Finalizing […]
https://www.youtube.com/watch?v=lgUQBuf0wQU&t=3s You may think you’ll never fall victim to phishing attacks, but new technologies are making online and phone scams more dangerous. Also, other family members could be at risk. Phishing is the umbrella term for scams that fraudsters attempt through your computer or devices. Smishing, or SMS phishing, refers to text message scams. Vishing […]
50 is an exciting milestone. By now, your hard work and dedication have likely resulted in a successful career and financial stability. As you enter this stage, it’s crucial to shift your focus towards securing your future and ensuring a comfortable retirement. We will guide you through essential financial considerations to help you make informed […]
https://www.youtube.com/watch?v=9Ugr2vgNBQs&t=3s Many of our clients work for corporations that offer a variety of employer savings programs designed to enhance their financial security. These programs can encompass Group RRSP programs, Employee Profit Share Plans, Defined Contribution Plans, and the increasingly popular Restricted Stock Unit (RSU) share plans. While our clients often grasp the advantages of these […]
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