Retirees
Retirees
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
Latest News
2023 Financial Calendar
Welcome to our 2023 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add these dates to your personal calendar to ensure you don’t miss any important financial obligations.
2022 Year End Tax Tips and Strategies for Business Owners
The end of 2022 is quickly approaching – which means for business owners, it’s time to review tax tips and strategies to maximize your benefits.
2022 Personal Year-End Tax Tips
The end of 2022 is quickly approaching – which means it’s time to get everything in order, so you’re ready when it comes time to file your taxes.
We’ve broken this article into the following sections to make it easy to find the tax tips you’re looking for:
• Investment considerations, including how to best contribute to TFSAs, RRSPs, and RDSPs.
• Families, including how to claim childcare expenses and make the most of RESPs.
• Retirees, including essential details about applying for CPP and OAS.