EDUCATION CENTRE

Category: Retirement Planning

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 […]

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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 […]

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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 […]

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WHERE WILL YOUR RETIREMENT INCOME COME FROM?

Oct 13, 2022

7% of Canadians plan to fund their retirement through lottery and gaming winnings??? There are many recipes for retirement success, but the key ingredient in almost all successful retirements is good planning. Don’t roll the dice, contact us today for your personalized retirement plan.

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Bank of Canada hikes key interest rate to 3.25%

Sep 12, 2022

The Bank of Canada raised its benchmark interest rate three-quarters of a percentage point on Wednesday and signaled that the key rate “will need to rise further” to tackle high levels of inflation. The central bank’s policy rate now stands at 3.25 per cent. This marks the fifth rate hike so far in 2022 — Canada’s key interest rate […]

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