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Many families have the opportunity to shift certain types of retirement income to a spouse who's taxed at a lower rate. This articles summarizes these rules, for a more detailed look at your situation, please reach out. Click Here

For those that turned age 71 this year, you must convert your Registered Retirement Savings Plan (RRSP). There are several options you can pick from, each with their own benefits and drawbacks. For help deciding what option is best for you, please reach...

For those age 65 or older, taking advantage of the pension income tax credit may make sense. To learn how it works, what income qualifies and how to structure your retirement holdings to take advantage of this credit, you can read this article. As always...

With the federal budget changing the inclusion rate for capital gains, people now more then ever are looking at potential strategies that may help mitigate and manage the impact. This article discusses some of these strategies - to see if they are applicable...