Advertisement

Ask a Planner

Pensions

How to maximize government pensions

The timing of when to begin CPP can be more art than science

How to maximize government pensions

Financial Planning

When your advisor stops caring

John had his adviser’s attention at first. Now it’s started to wane. What should he do now that he...

When your advisor stops caring

Retirement

Pension withdrawals: Lump-sum vs. deferred payment

Bill is trying to make a choice between taking a lump-sum commuted value from his defined benefit pension or...

Pension withdrawals: Lump-sum vs. deferred payment
A man is seen sitting at a table looking at his ipad

RRSPs

How to get money out of locked-in retirement accounts

Pete has a LIRA and wants to understand the rules on making withdrawals

How to get money out of locked-in retirement accounts

Advertisement

Advertisement

cra tax

Debt

What to do with an inheritance

Should Rich use his $200,000 inheritance to reduce his debt and increase his cash flow?

What to do with an inheritance

Retirement

Are you ready to retire?

9 questions to help you determine if you can afford to quit working

Are you ready to retire?

Pensions

How pension income splitting really works

Ken is trying to get some answers so he can plan a tax efficient retirement income for he and...

How pension income splitting really works
ontario budget 2017

Retirement

Optimize your retirement income

Jackie is approaching retirement and her husband is retired. She’s looking to optimize her retirement income and minimize her...

Optimize your retirement income

Advertisement

Ask a Planner

Using more than one financial adviser

At key times in your life, it makes sense to use more than one financial adviser. Does it make...

Using more than one financial adviser

Advertisement