RRSP Refund or TFSA

Seduced by the “refund” – RRSP or TFSA???

January 24, 2023 |James Dryden

Deciding where to allocate your contribution can be difficult. The “refund” from a contribution to an RRSP can be enticing but is it the best choice? Below are some questions to consider before contributing to your RRSP or TFSA:

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Time to pay the piper! Some tax prep reminders.

January 24, 2023 |James Dryden

Key dates and descriptions to help you prepare and file your personal income tax return.

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How to draw income from RSPs

January 24, 2023 |James Dryden

RSPs can provide regular income when the time comes, but how? The most efficient way to withdraw regular income from an RSP is to convert it to a Retirement Income Fund (RIF).

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Shocking reality check when it comes to health care

January 24, 2023 |James Dryden

Last week, we were happy to host the Silver Sherpa, CEO and Co-founder, Sue Hyatt, and Jeanette Bock for a shocking reality check! It is truly amazing what we don’t know and the health care maze is no exception. Some of the key takeways are included.

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Costs

Paying Twice - No! Understanding the true cost of 'f-series'

January 24, 2023 |James Dryden

An f-series or f-class mutual fund is a mutual fund that does not pay any additional commissions to the firm or advisor making the purchase. Designed specifically for accounts that pay a percentage based on your overall dollars managed.

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6 ways to connect with your Advisor Team

January 24, 2023 |James Dryden
88 – the average number of emails an individual receives daily. That is a lot of emails! You can likely relate to the number above, as can we. How you connect with us ensures we address it accordingly because your financial matters are important to us...
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