retirement planning Archives

Has a client ever gone silent or even hung up on you when discussing their portfolio or taxes? It...

If you continue working in retirement, it could cause a clawback on your OAS. Here’s how to figure out...

Practical advice on how to build your retirement savings for employees at mid-career, the self-employed, single parents and more.

Should you be paid as a power of attorney? Learn about the compensation rules in Ontario and how to...

Here are the best accounts to hold your savings and investments.

Here’s how Canada’s Old Age Security pension works, who’s eligible for OAS, when you can start receiving OAS, and...

Here’s how Canada’s retirement pension plan works, who’s eligible for CPP, when you can start receiving CPP, and CPP...

While not guaranteed like an annuity, MyRetirementIncome is a flexible and simple financial product for those needing to convert...

A Certified Financial Planner provides perspective on the TFSA vs. RRSP question for a couple in their late 50s...