Resources

Both TFSAs and RRSPs can be valuable — but they work differently.

Many individuals hold investment portfolios in a personal holding company. It’s important for these investors to keep current and fully understand all the tax implications of earning investment income through a holding company. Tax implications can be quite different from owning investments personally, because a corporate structure introduces a number of other considerations.

Transition into retirement with confidence. As you transition into retirement, keep in mind your income could come from multiple sources at different times of the month. You’ll need to know where that income will come from, how much you’ll receive, and when you’ll receive it. Before you retire, you’ll need to complete a variety of employer and government forms. This checklist will help you move into your retirement seamlessly.

A clear path to retirement requires a clear plan. If retirement is now on the horizon and no longer a distant goal, you’ll want to make sure preparing for it is a priority. Using this time to continue to save and build your assets, while paying off outstanding debt can really make a difference. This is also the perfect time to put some serious thought into what your retirement will look like. This checklist will help you do just that.

Welcome to tomorrow. Prepare now to retire well later.

This is a helpful resource summarizing important tax, retirement and estate planning information.

This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property

Rates Scenario, covering currencies and markets outside of the U.S. and Canada.