Money Facts 2020

Long or short-term goals play a big part in deciding which savings tools you should use. Find out if a TFSA or an RRSP or a combination of both are the better fit for your financial needs.

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates.

I often have the “investment risk” conversation with clients approaching retirement age. Traditionally, this has meant telling clients that it’s time to move into lower-risk investments.