Preparing for Retirement

Preparing for Retirement

Who's this for?

Benefits

Who's this for?

Age 55 to 64
Preparing for retirement
May have adult children
Increased Net Worth

Benefits

Almost done paying mortgage
Little to no debt
Retirement savings is top priority (Download our app to see if you’re on track)
Staying on budget (Download our app!)
Reducing income tax
Taking care of the “What-ifs?”
Critical Illness
Premature Death
Make a will
Consider powers of attorneys
Making sure health insurance is adequate

Contact

Latest News

What’s new for the 2021 tax-filing season?

Tax season is upon us once again. But since 2020 was a year like no other, the 2021 tax-filing season will also be different. Due to all the changes in both where and how Canadians worked, the Canadian government has introduced some new tax credits and deductions to keep pace with these changes. Our article covers all of the following:
• How to claim home office expenses
• The new Canada Training Credit
• Pandemic emergency funds
• New digital news subscription tax credit

Group Insurance vs Individual Life Insurance

While it’s great to have group coverage from your employer or association, in most cases, people don’t understand the that there are important differences when it comes to group life insurance vs. self owned life insurance.

Extended COVID-19 Federal Emergency Benefits

On Friday, February 19, 2021, Prime Minister Justin Trudeau announced an extension to:

– Canada Recovery Benefit
– Canada Recovery Caregiving Benefit
– Canada Recovery Sickness Benefit
– Employment Insurance