Tag Archives: Retirement savings

What You Need To Know About Filing Your 2023 Taxes

Posted on: March 12, 2024

By Jenny Reimer, CFP®, CIM COO and Director, Financial Planning Spring is around the corner, and along with the warmer weather comes tax season. This month, we would like to highlight a few changes to be aware of and share … Continue reading →

Posted in Financial Planning, taxes


How Much Do You Need to Retire?

Posted on: February 13, 2024

By Steve Bridge, BA (Hons.), CFP®  Retirement, or financial independence, ranks as one of people’s top financial goals. We’re currently in the midst of “RRSP Season”, and many Canadians are giving at least a passing thought to their eventual retirement. … Continue reading →

Posted in Budgeting and Cash Flow, Retirement savings


Cash Flow is EVERYTHING

Posted on: September 20, 2023

By Noel D’Souza, CFP® Director, Communications It has often been said that “Cash is King”, but when it comes to personal finance it wouldn’t be a stretch to say that it’s all about CASH FLOW. Cash flow planning is a … Continue reading →

Posted in Budgeting and Cash Flow


A Surprising Challenge in Retirement: Spending What you Worked so Hard to Save

Posted on: October 19, 2022

By Jenny Reimer, CFP® Director, Financial Planning Making the psychological shift from saver to spender can be surprisingly difficult for many new retirees. We often meet with clients who are hesitant to draw down their investments and who feel overwhelmed … Continue reading →

Posted in Financial Planning, Retirement savings


Life After Work: Planning for and Living in Retirement

Posted on: April 20, 2022

By Jenny Reimer, CFP® Director, Financial Planning Our co-founder and CEO, Karin Mizgala, was recently invited to speak at an event hosted by Steadyhand Investment Management. In this webinar, Karin and another leading independent financial planner, Jason Heath discuss questions … Continue reading →

Posted in Financial Planning, Retirement savings


RRSPs: 3 Major Things That Matter To Me

Posted on: February 16, 2022

By Tom Feigs, CFP® Tis the season—of retirement planning! With the RRSP contribution deadline on March 1st and tax season only a hop, skip and jump away, Canadians are thinking about their long term financial future. Retirement plans are as … Continue reading →

Posted in Retirement savings


Investments Plain and Simple

Posted on: September 5, 2019

How Investments Are Taxed When making investment decisions, it is wise to consider the various tax implications – both positive and negative. As always, first remember that your investments should reflect your goals and values, your time frame and your … Continue reading →

Posted in Financial Literacy, Investing, Retirement savings, taxes


I’m Fed Up with Paying High Fees; Should I Manage My Own Portfolio?

Posted on: October 25, 2017

By Karin Mizgala, Co-Founder and CEO It’s been over a year since the Canadian Securities Administrators (CSA) implemented phase 2 of the Client Relationship Model, known as CRM2. If you have investments, you will have received two reports in 2017; the … Continue reading →

Posted in Investing, Money Coaching, Retirement savings


Don’t Let Short-Term Events Impact Your Long-Term Investing Success

Posted on: January 25, 2017

By Anthony Larsen, BAS, CFP® Investment success can be reduced to four simple words: buy low, sell high; just as diet success can be boiled down to: eat less, move more. So why aren’t we all wealthy and in stellar health? … Continue reading →

Posted in Investing, Money Coaching, Retirement savings


CPP Expansion: A Rare Opportunity to Fine Tune Your Retirement Plan

Posted on: July 20, 2016

By Sandra Mann, MBA Financial Services, CPA, CGA, FPSC Level 1™ I’m sure you’ve heard by now that the Canada Pension Plan (CPP) is set for expansion beginning in 2019, but you may be wondering how the changes will impact … Continue reading →

Posted in For your information, Retirement savings