RRSP contributions can lead to a nice surprise at tax time because they’re deductible. However, there are some things to look out for when making your annual contribution.
Retiring unexpectedly? Here’s how your advisor can help
Retiring sooner than you expected? Find out how working with an advisor can help you make a smooth transition to retirement – whether you feel ready or not.
When should you start collecting CPP?
You can start collecting your CPP and OAS benefits in your early 60s. But is it better to hold off for another few years? Here’s what to keep in mind before you tap into these pensions.
Living in retirement
How to keep more of your retirement income and pay less tax
Want to turn your savings into as much retirement income as you can? Try looking at your retirement income through a tax lens.
Which is better in retirement: owning or renting?
Thinking of selling your home as retirement nears? Do you buy again, or rent? The decision is about more than the money, say these experts.
What’s the best way to tap your retirement income?
Retirement can be the most rewarding time of your life. Here's how to turn retirement savings into retirement income.
Leaving a legacy
What’s the best way to leave your TFSA to your spouse?
Naming a successor holder for your TFSA can cut down on stress at a stressful time. It’s a small detail, but it can make a big difference.
5 important considerations when writing a will
A will protects both your assets and your family. But most Canadians have an out-of-date will – or no will at all. Find out what to think about when you write yours.
Financial myths and realities: Succession planning
When it comes to estate planning, many believe 2 common myths. We’ll separate fact from fiction so you can help make sure your legacy follows your wishes.
Looking forward to retirement?
Find out if you’re saving enough to retire when and how you want.
Ready to start tapping your retirement savings?
Find out how much guaranteed income you can get from an annuity.
CPP/QPP calculator
Find out what factors can affect your CPP/QPP payments – and see an estimate of your pension income at different starting ages.
All the moments of your life
Whether you’re thinking about your family, home, career, health or retirement – or any combination of these – we’ve got advice, products and services to help you live a brighter, more financially secure and healthier life.