EDUCATION CENTRE

Category: Retirement Planning

Is an RRSP Contribution Right for You in 2025?

Jan 18, 2025

As the new year begins, many Canadians start thinking about maximizing their RRSP (Registered Retirement Savings Plan) contributions before the annual deadline. However, before you rush to deposit your hard-earned money into your RRSP, it’s worth reconsidering whether this strategy is the best move for you in 2025. While RRSPs are a valuable retirement planning […]

Read more »

Essential Tax Planning for Canadian Retirees

Nov 9, 2024

In Canada, retirement tax planning is essential for preserving your nest egg, maximizing income, and minimizing the impact of taxes on your savings. With a combination of government benefits, registered and non-registered accounts, and strategic tax opportunities, retirees can plan effectively to secure a comfortable and tax-efficient retirement. Here’s a breakdown of key tax-planning strategies […]

Read more »

Why Understanding Your Retirement Income Needs Is Essential for a Secure Future

Sep 9, 2024

Retirement is a significant life transition, one that marks the end of your working years and the beginning of a new chapter focused on relaxation, hobbies, travel, and more time with loved ones. However, this phase also comes with financial challenges that require careful planning. One of the most crucial steps in retirement planning is […]

Read more »

6 of the most overlooked deductions and credits

May 1, 2023

Every year in Canada, millions of dollars in tax deductions and credits go unclaimed. Here are 6 of the most overlooked deductions and credits that can help minimize your tax bill and maximize your refund. Union duesUnion dues can be deducted! Box 44 of your T4 slips will contain the total amount of dues you’ve […]

Read more »

IS HE OR IS HE NOT WORTH $321,000,000 IN BITCOIN??? THE STEFAN THOMAS STORY

Nov 2, 2022

Treat your password like your toothbrush. Don’t let anybody else use it and get a new one every six months. ✅ _____________________________On a serious note, we not only make it a point to speak with our clients about the need to secure their passwords but also to ensure their Executors and Powers of Attorneys know […]

Read more »
Go back to the resource page