Individual Pension Plans

Individual Pension Plans (IPPs) can be a valuable retirement planning tool for incorporated professionals, business owners, or key employees of a company who are not part of a registered pension plan. An IPP provides a defined benefit pension income stream in retirement, beginning as early as age 40 or as late as age 71.
Solving The Retirement Funding Puzzle

While generally a cause for celebration, retirement often comes with its fair share of financial anxiety. Research indicates that many people fear outliving their savings,
Making the Most of Canadian Registered Accounts: A Quick Reference Guide

Canadians have access to a plethora of tax-preferred vehicles for saving and investing, each of which provides unique planning opportunities and trade-offs, as well as their own rules and conditions that must be followed.
Life After Work: Thriving in Retirement

It takes resilience to manage the transition to retirement and design your next phase of life. Many retirees report feelings of sadness, loneliness or boredom as they struggle to fill the void left by their career identity and/or professional network, despite their best intentions to remain active, engaged and productive.
Retirement Readiness: 10 Questions to Support the Planning Process

It’s never too early to start planning the retirement you desire. But do you have a clear idea of how you want to spend your time, and if you have the means to support the lifestyle you envision?
Retirement Planning Tips

It’s easy to put off retirement planning, but sometimes retirement just happens unexpectedly. It always has a way of arriving sooner than expected.