Viewpoints about Retirement planning
-
Federal budget 2024 highlights
We’ve reviewed the budget and compiled a summary of the key highlights we think are most important for sponsors, consultants, and financial advisors.
Read more
-
Women: investing for retirement
Having enough money to live on throughout retirement can be a difficult objective to achieve, especially for women. It’s crucial for women to understand the different aspects that affect retirement savings to be able to plan for their future.
Read more
-
Registered retirement income—the facts
With all the changes that retirement brings, you need to make the best use of your RRSP savings to enjoy your retirement to its fullest. This booklet reviews the retirement income options available to you and allows you to explore in some detail those you find most appealing.
Read more
-
Registered retirement savings plan (RRSP)—the facts
This guide describes RRSPs and how the tax-deductible contributions you make to an RRSP will provide current tax savings. It also reviews how you can use your RRSP to create a sound retirement plan.
Read more
-
2023 tax planning tips: a quick reference guide
Our end-year tax planning guide gives you effective tax-saving tips, so you pay less tax in Canada. These effective tax planning strategies will help reduce taxes for individuals, you and your family, and for your business.
Read more
-
Individual pension plans and the family business
For business owners, an IPP can be a smart RRSP alternative. IPPs offer maximum pension income and maximum tax relief, and can be included in a succession plan.
Read more
-
Federal Budget 2023—no big changes but maximum minimums!
A summary of the 2023 federal government’s budget highlighting the changes delivered by the Liberal government on March 28, 2023. Review our analysis of the key corporate and personal measures and how they impact you.
Read more
-
Inflation’s impact on retirement portfolios: quantifying the future cost today
Small increases in inflation can have outsized consequences for retirees’ portfolios. How do you plan for retirement in a new inflation reality? We quantify how much rising prices can impact investors’ retirement plans, and the changes that can be made to increase the odds of reaching their goals.
Read more
-
Using the challenges of the past year to redefine your financial future
With the unprecedented challenges of 2020 behind us, we think now is an ideal time for high-net-worth individuals to re-evaluate their financial goals.
Read more
-
What is goals-based investing and how does it work?
Goals-based investing differs from traditional asset allocation by linking separate investment portfolios to specific goals.
Read more