Leaving a job – whether you chose it or not – often means facing some big financial questions. One of the biggest? What to do with your pension....
The rising cost of living, shifting expectations about retirement, and worry about whether or not savings will last are all contributing to decreased optimism about retirement. The good news? There’s a clear path forward, and it starts with a plan....
Planning for retirement isn't just about saving money – it's also about withdrawing your savings wisely. Making smart choices about when and how to take money from your accounts can help you pay less tax and make your savings last longer....
As we live longer and work into our later years, the reality of managing a home loan after retirement is becoming more common. But there are strategies that can help you handle a mortgage in your golden years, so you can enjoy retirement with confide...
We’ve helped hundreds of clients, including many in high-pressure careers, explore whether early retirement is a real option. And often, with careful planning and smart strategies, it is....
Trusts are versatile planning vehicles that can help Canadians protect what they’ve built, plan for the future and support the people and causes they care about – no matter their net worth....
Living longer is one of the great gifts of modern life. But it also means rethinking how we prepare for retirement, health changes and the unexpected....
If you're a parent, you need to know about the secret weapon that can help your kids chase their dreams, whether they're aiming for a university degree or a career in the skilled trades: the Registered Education Savings Plan (RESP)....