Retirement Planning

Pension when leaving a Job

Posted 06 Jun 2014 courtesy of Dynamic Mutual Funds

When you leave one job for another, or even when you retire, there are many decisions that need...

Read More
Investments

2013 Federal Budget Changes

Posted 06 Jun 2014 by Rick Irwin, CFP, CLU

The recent Federal budget proposed several changes that will have an impact on the financial services industry:

DIVIDEND...

Read More
Taxation

2014 Income Tax Rates

Posted 06 Jun 2014 courtesy of Canada Revenue Agency

Federal Tax Rates
  • 15% on the first $43,953 of taxable income, +
  • 22%...

    Read More
Retirement Planning

Changes to OAS Rules

Posted 06 Jun 2014 by Melissa Allan

As you may have heard, recent measures have been taken to ensure the longevity to the Old Age...

Read More
Estate Planning

Digital Estate Planning

Posted 06 Jun 2014 by Natalie LeBlanc

Changes in the way we use technology to manage our lives, means changes in the way we must...

Read More
Investments

Active Portfolio Management

Posted 06 Jun 2014 by Rick Irwin, CFP, CLU

Growth as an investing style has been more or less out of favour for thirteen years. Recent signals...

Read More
Taxation

CRA Online Access

Posted 06 Jun 2014 by Melissa Allan

We would highly recommend registering for an account under your individual Social Insurance Number with CRA’s online services....

Read More
Debt/Finances

Why Pay Yourself First

Posted 06 Jun 2014 by Natalie LeBlanc

All too often we allocate our “saving” dollars to whatever happens to be leftover at the end of...

Read More
Estate Planning

Your Estate and its Future

Posted 06 Jun 2014 courtesy of TD Asset Management

Many Canadians delay preparing a simple estate plan – let alone one that strategically protects their assets. Fewer...

Read More