Strategies for Your Retirement Savings Plan

A formalized savings plan that uses a registered plan, such as a Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) or a Registered Retirement Income Fund (RRIF), is one of the soundest ways to realize your retirement goals. Here are some strategies you can use to maximize the benefits of your RRSP, TFSA and RRIF.
Strategies for Your Retirement Savings Plan

Having a TFSA works

Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner.
Having a TFSA works

Transferring Your Business to the Next Generation

Entrepreneurs who have built successful companies often want to see their business passed effectively to the next generation. However, a sale or transfer of ownership of the business will generally trigger capital gains tax. If the value of the shares of your business has increased, you or your estate may be burdened with a substantial tax bill. The business may even have to be sold to cover the liability.
Transferring Your Business to the Next Generation

Planning for the Family Vacation Property

If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.
Planning for the Family Vacation Property

Retirement Expense Worksheet

As you plan for your retirement, it is critical to consider your current expenses as well as your future expenses.
Retirement Expense Worksheet

Wealth Planning Questionnaire

Wealth Planning Questionnaire
Wealth Planning Questionnaire

Contribution Reminder For Your RRSP, TFSA and RESP Accounts

Contribution Reminder For Your RRSP, TFSA and RESP Accounts
Contribution Reminder For Your RRSP, TFSA and RESP Accounts

2025 Wealth Planning Facts & Figures

This is a helpful resource summarizing important tax, retirement and estate planning information.
2025 Wealth Planning Facts & Figures

Insurance Considerations

Insurance is generally thought of as a risk management tool; however, as a business owner or incorporated professional, insurance can provide multiple benefits, including the potential for significant tax savings. This article looks at three insurance strategies that can be implemented into your financial plan to supplement your retirement savings, help protect your business, and help you maximize the value of your estate
Insurance Considerations