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Retirees

Retirees

Who's this for?
Benefits
Who's this for?
  • Age 65 and over
  • Increased Net Worth
  • No longer working or working part time
Benefits
  • Mortgage is paid off
  • Little to no debt
  • Review pension arrangements
  • Staying on budget (Download our app!)
  • Living off savings
  • Reducing income tax
  • Taking care of the “What-ifs?”
  • Long Term Care
  • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
  • Estate PlanningAlmost done paying mortgage
Contact

Latest News

Extended COVID-19 Federal Emergency Benefits

February 22, 2021Ryan Douglas

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

Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients

February 12, 2021Ryan Douglas

Great news for some ineligible self-employed Canadians who received the Canada Emergency Response Benefit (CERB)

Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients

February 12, 2021Ryan Douglas

Great news for some ineligible self-employed Canadians who received the Canada Emergency Response Benefit (CERB)

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Contact Us

Ryan Douglas, CFP®
Tel: (604) 626- 6381
Email: rdouglas@dtfs.ca
Fax: (866) 876-8975

Maple Ridge Office

10676 244th Street
Maple Ridge, BC
V2W 2E6

Recent Articles

  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • TFSA vs RRSP – What you need to know to make the most of them in 2021
  • 2021 Financial Calendar

About Ryan Douglas, CFP®

We work with both individuals and companies in helping them achieve their financial goals. Our personal services include insurance and investment services, allowing you to get the best product for the best price for your specific situation. We also offer retirement, estate and financial plans and portfolio management.
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