Retirement

It’s important to ensure that you won’t outlive your retirement savings. Managing expenses and income are critical now.

Featured Articles


What You Need to Know About RRIFs and How They Work

Do you own a Registered Retirement Savings Fund (RRSP)? If so, by end of the year in which you turn 71, your RRSP must be cashed out, turned into an annuity, or get transferred into what’s known as a Registered Retirement Income Fund (RRIF)...Read More

April 30, 2018

Do you Need Travel Insurance?

Many retired Canadians choose to spend some of their new-found leisure time travelling, whether it’s winters in Florida or exotic trips to far-flung places.  If you’re travelling abroad, do you need travel insurance and if so, what kind?....Read More

April 2, 2018

The Basics of Long-Term Care

As life expectancies have increased over the decades, more and more people are contemplating the quality of life of those extra years. You may have considered if one day you may need some type of long-term care. What would that look like? How will that affect your finances?.....Read More

November 6, 2017

Tips for Living on a Reduced Income

Living on a low income is a reality for many Canadians. Whether it be due to health, or retirement with little in the way of savings, job loss, or loss of an income earner in the household, when the going gets tough, the tough get going.....Read More

November 6, 2017

How to Recognize and Prevent Financial Abuse When You’re Retired

Do you suspect someone of trying to take financial advantage of you?  Financial abuse happens when someone misuses your funds and assets without your full knowledge or consent, or makes financial decisions for you that aren’t in your best interest....Read More

November 3, 2017

Mobile and online banking: it’s safe and convenient

Unlike Gen Xers and millennials, if you’re a baby boomer or older, you haven’t had the advantage of growing up with the internet like digital natives. You may not feel like you’re tech-savvy, and when it comes to your banking, you may still be doing some things the old fashioned way.....Read More

October 16, 2017

What do I need to consider when planning my estate?

No one likes to plan for their death. For most of us, it’s right up there with filing taxes, going to the dentist, or cleaning out the garage. But it’s not something you can afford to ignore if you want to minimize the confusion, stress, and costs for your family after you pass away....Read More

October 16, 2017