Tag Archives: Retirement savings
What You Need To Know About Filing Your 2023 Taxes
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?
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
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
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
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
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
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?
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
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
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
