Planning for Retirees

I Have An Accountant And A Lawyer: Why Do I Need A Financial Planner?

Anna Sylvia2026-02-09T16:59:29+00:00February 9th, 2026|

Workforce Adjustment (WFA) FAQs

Anna Sylvia2026-01-10T17:53:39+00:00January 10th, 2026|

Will I Outlive My Retirement Savings?

Anna Sylvia2024-11-05T20:45:39+00:00November 1st, 2024|

Estate Planning Strategies to Reduce Estate Taxes

Anna Sylvia2024-08-14T23:48:11+00:00August 14th, 2024|

Does The Bridge Benefit Qualify For The Non-Refundable Pension Tax Credit?

Anna Sylvia2024-06-28T14:42:06+00:00June 28th, 2024|

Transferring your UK pension to Canada using QROPS

Anna Sylvia2024-08-14T23:47:30+00:00June 7th, 2024|

Tax-Free Investments When You’re Out Of RRSP And TFSA Room

Anna Sylvia2024-08-14T23:50:07+00:00May 10th, 2024|

Segregated Funds and the Protection They Offer From a Volatile Market

Marie Hélène Roy2023-11-17T10:41:49+00:00July 20th, 2022|

How Does the Sequence of Returns Risk Work?

Marie Hélène Roy2023-11-17T11:21:56+00:00May 11th, 2022|

Satisfying Tax Debts With Life Insurance Proceeds – Is It Possible?

Marie Hélène Roy2023-11-17T11:40:35+00:00March 16th, 2022|

How to Protect Your Digital Assets

Marie Hélène Roy2024-04-19T17:01:11+00:00March 9th, 2022|

How to Protect Your Estate

Marie Hélène Roy2023-11-17T11:44:20+00:00February 23rd, 2022|

Beneficiary Designations – Ensuring Your Money Ends Up at the Right Place

Marie Hélène Roy2024-04-19T17:04:28+00:00February 9th, 2022|

There Is More to Investment Portfolios Than the Fees

Marie Hélène Roy2023-11-17T11:54:51+00:00January 5th, 2022|

Swift Transition From Accumulation to Decumulation

Marie Hélène Roy2023-11-17T12:57:50+00:00December 2nd, 2021|

The Estate Wedge – Your Best Shot at Peace of Mind

Marie Hélène Roy2023-11-17T13:02:55+00:00November 24th, 2021|

When Aging Parents Won’t Listen

Marie Hélène Roy2023-11-17T13:12:12+00:00June 23rd, 2021|

The Win-Win Guide for Giving Money to Your Grown Children

Marie Hélène Roy2023-11-17T13:14:31+00:00June 16th, 2021|

Don’t Let Your Vacation Home Turn Into a Family Fight

Marie Hélène Roy2023-11-17T13:18:31+00:00June 2nd, 2021|

Re-Married With Children? 5 Tips for Estate Planning

Marie Hélène Roy2023-11-17T13:27:04+00:00May 19th, 2021|

5 Ways to Make Money While You Enjoy Retirement

Marie Hélène Roy2024-04-19T17:06:17+00:00May 12th, 2021|

What You Know About Investing Can Hurt You More Than What You Don’t Know

Marie Hélène Roy2023-11-17T13:33:02+00:00May 5th, 2021|

Two Traps Your Elderly Loved One Might Unknowingly Fall Right Into

Marie Hélène Roy2024-04-19T17:07:44+00:00February 10th, 2021|

Dementia-Proof Your Retirement

Marie Hélène Roy2023-11-17T13:50:21+00:00January 27th, 2021|

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