Podcasts

Changing jobs? What will happen to your company pension? Understanding your LIRA and how to get the most out of it.

September 2, 2021 - Bill Holmes

Most Canadians are familiar with RRSPs and TFSAs, but they aren’t the only registered accounts for retirement savings. The Locked-In Retirement Account (LIRA) is an underappreciated and misunderstood way to help contribute additional retirement savings you can use in your later years. For those changing jobs or looking for new opportunities and wondering about the pension plan they’ve been contributing to, this complimentary education seminar will help ensure you maximize it.

Get access

Learn how to get the maximum when converting your RRSP to an RRIF

September 2, 2021 - Bill Holmes

Decisions about how and when to convert your Registered Retirement Savings Plan (RRSP) to your Registered Retirement Income Fund (RRIF) are not as straightforward as they may appear. There are an array of factors to consider that can either increase or decrease the money you receive in retirement. You only get one chance to get this right, and this educational seminar will empower you with the knowledge you need to determine how to pay for your retirement and build your income effectively in the process.

Get access

Learn how to get the most out of your Canadian Pension Plan & OAS and avoid costly mistakes

September 2, 2021 - Bill Holmes

The Canadian Pension Plan (CPP) and Old Age Security (OAS) are keystones in the Canadian retirement landscape that can help set you up for success and maximize your wealth for the future. There have been a number of changes and enhancements to both programs over the last several years. This educational seminar will help provide those approaching retirement an overview of your options and offer best-in-class strategies.

Get access