Retirement – Are you Prepared?

Whether you are decades away from retirement or if it is just around the corner, being aware of the planning opportunities will take the fear and uncertainty out of this major life event.

Investing with a Safety Net

Investing in today’s environment is not for the faint of heart. However, fortunately for Canadians, Segregated Fund products offered by many life insurance companies provide a safety net for nervous investors.

A New Year’s Resolution You Shouldn’t Break

Many of us set New Year’s resolutions for ourselves and often those resolutions have to do with finances. January is the month we say, “Ok, this year I am going to save more and spend less”.

CPA Canada Financial Literacy Free Workshops

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The CPA Canada Financial Literacy Program offers free workshops (delivered by approved CPA volunteers) for adults, entrepreneurs, children and new Canadians - with a mission “to deliver unbiased objective financial literacy education & information to improve the overall state of financial literacy in Canada”.

A Group Workshop: Early Retirement Planning for Nurses & MPP (Pension Plan) Members

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Learn some tax-efficient ways to supplement your early retirement pension while doing what you love.

Creative Retirement Planning - My Personal Example

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Here's a personal example of my creative retirement plan that has me using what I love to do (travel) to support the life that I want to live - without taking on another JOB!

Video: A Different Perspective on Early Retirement Planning for Nurses

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A video for Nurses on the MPP (pension plan) who want to retire early. It provides a different perspective to make up the difference between the early retirement pension and full pension - through tax-efficient solutions that reduce taxes and help avoid claw backs of government credits!

Video: A Different Perspective on Retirement Planning for Professional Women

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A video about a different perspective on retirement planning for professional women who've been too busy to plan for their retirement, or are just tired of the same old, same old financial advice.

Workshop: A Different Perspective on Early Retirement Planning for Nurses

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Why the focus on Nurses? Primarily because from what I've seen of your pension plan, many of you will have good pension income when you retire. Many of you also work overtime which can leave you exhausted and at a higher tax bracket - so a lot of that extra money you've earned just goes to paying extra taxes. So how do you retire early when you know you'll be getting a reduced pension? By finding tax-efficient ways to cover that gap to reduce taxes and avoid claw backs of government pension!

Segregated Funds or Mutual Funds

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Segregated Funds or Mutual Funds? What's the difference? We outline the difference between segregated and mutual funds in this video.