Tag Archives: RRSP

5 tax filing tips to save you time and money as you file your 2024 taxes

Posted on: March 18, 2025

By Noel D’Souza, CFP® Director, Communications If the thought of tax season makes you squirm, you’re not alone, but being prepared, filing on time and knowing what you can deduct will help you get the job done with more left over … Continue reading →

Posted in For your information, Small Business, taxes


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


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


Things to Consider When Deciding When to Take CPP and OAS

Posted on: November 17, 2021

By Noel D’Souza, P.Eng, CFP® Introduction You’ve worked long and hard in Canada for years, quite possibly several decades, and now the finish line is in sight. Retirement. That Holy Grail. Just one minor thing: How are you going to … Continue reading →

Posted in Financial Literacy, Financial Planning, Retirement savings


RRSP vs RESP: How to Make the Right Choice

Posted on: February 23, 2018

By Karin Mizgala, Co-Founder and CEO Money Coaches Canada From the moment our children are born we want the best for their future. Success is never guaranteed, but we hope to be able to offer them opportunities. And what better … Continue reading →

Posted in Ask Your Money Coach, Investing, Money Coaching, Retirement savings


My Financial Advisor is Making More from My Investments Than I Am; What Should I Do?

Posted on: April 26, 2017

By Karin Mizgala, Co-Founder and CEO, Money Coaches Canada To say that many Canadians are cynical and wary of advice from the financial industry would not be overstating the situation. The idea of hidden fees and commissions buried in investment … Continue reading →

Posted in Investing, Money Coaching


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