Wealth Management Resources

The Lakeshore Advisory Group is dedicated to providing financial literacy to our clients, their families and those in the community. In addition to our ongoing educational presentations, we are pleased to provide you with the following wealth management articles. Please contact us today for more information on any of these topics

 

Retirement Income Planning

Ten Strategies to Pay less Tax in Retirement

RIF Payments and Withdrawals

 

Tax Free Savings Account

Tax-free savings account - How the TFSA can help you reach your financial goals

 

Financial Planning Resources

2026 Handy Financial Planning Facts

 

First Home Savings Account

FHSA Quick Tips

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