Financial Planning

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

The benefits and flexibility provided by a Tax-Free Savings Account (TFSA) make it an ideal solution to save for multiple financial goals. While TFSA contributions are not tax deductible; they grow tax-free, can be withdrawn tax-free at any time, and there are no restrictions on how you use the funds once they’re withdrawn from your TFSA.

Investing in a Registered Retirement Savings Plan (“RRSP”) is one of the soundest ways to ensure you enjoy a financially secure retirement. In order to maximize the benefits of an RRSP, it’s important to have a basic understanding of the rules that govern them.

LIRAs, LIFs, LRIFs & P-RRIFs

Retirement Checklist over 10 years

Retirement Checklist 2-10 years