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Financial Planning

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What to expect when applying for GIS

Many mistakenly believe that if they can just keep their income below $17,699 that they will get the maximum...

What to expect when applying for GIS

RRIF estate planning inheritance tax

Gifting your RRIF to your children

Angie wants to give her RRIF to her children while she’s still alive

Gifting your RRIF to your children

income property

Paying down an income property

Should you use your RRSP? Depends on your long-term goals

Paying down an income property

pension buyback

Should you do a pension buyback?

It's almost always a good idea

Should you do a pension buyback?

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How should I invest a $60,000 inheritance?

Investing a large sum of money can be daunting. Here are some things you need to consider

How should I invest a $60,000 inheritance?

What to expect when applying for CPP

Jon recounts his experience of being encouraged to apply for CPP

What to expect when applying for CPP

senior retiree man planning for retirement

The retirement reshuffle

How to rearrange investment accounts in your golden years

The retirement reshuffle

The importance of risk tolerance

What is your predilection for risk? Here's how to find out

The importance of risk tolerance

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Does a 21-year-old need life insurance?

Does a 21-year-old need life insurance?

By taking it now, you can lock in a lower premium rate for life

Does a 21-year-old need life insurance?

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