Resources

RESOURCES

MISCONCEPTIONS ABOUT FINANCIAL PLANNING

If you’ve never engaged in comprehensive financial planning with a qualified planner such as a CFP® professional, you might wonder about the process and whether it’s right for you. There are many misconceptions about financial planning. A comprehensive financial plan covers every area of your financial life, from investments and real estate to insurance and retirement planning. A professional financial planner will guide you on how decisions about one aspect …

BANISH THE RRSP ONCE AND FOR ALL

It’s RRSP time again. The time when many Canadians wait until the very last moment to make a contribution to reduce the previous year’s taxes. You know who you are. You race to the nearest financial institution at the eleventh hour to hastily ‘park’ a random amount of money just in time to get a contribution receipt, rather than planning ahead to make the best investment choices for your hard-earned cash …

THE NEW RETIREMENT-SAVING REALITY

Saving for retirement is something all Canadians should be doing, but many find it difficult for various reasons. One reason is that the majority of Canadians – 64% – do not have access to an employer pension plan or Registered Retirement Savings Plan (RRSP) matching program. This was one of the findings of the Financial Planning Standards Council’s (FPSC) Cross-Country Checkup, a poll conducted by Leger …

MISCONCEPTIONS ABOUT FINANCIAL PLANNING

If you’ve never engaged in comprehensive financial planning with a qualified planner such as a CFP® professional, you might wonder about the process and whether it’s right for you. There are many misconceptions about financial planning. A comprehensive financial plan covers every area of your financial life, from investments and real estate to insurance and retirement planning. A professional financial planner will guide you on how decisions about one aspect …

BANISH THE RRSP ONCE AND FOR ALL

It’s RRSP time again. The time when many Canadians wait until the very last moment to make a contribution to reduce the previous year’s taxes. You know who you are. You race to the nearest financial institution at the eleventh hour to hastily ‘park’ a random amount of money just in time to get a contribution receipt, rather than planning ahead to make the best investment choices for your hard-earned cash …

THE NEW RETIREMENT-SAVING REALITY

Saving for retirement is something all Canadians should be doing, but many find it difficult for various reasons. One reason is that the majority of Canadians – 64% – do not have access to an employer pension plan or Registered Retirement Savings Plan (RRSP) matching program. This was one of the findings of Financial Planning Standards Council’s (FPSC) Cross-Country Checkup, a poll conducted by Leger …

MISCONCEPTIONS ABOUT FINANCIAL PLANNING

If you’ve never engaged in comprehensive financial planning with a qualified planner such as a CFP® professional, you might wonder about the process and whether it’s right for you. There are many misconceptions about financial planning. A comprehensive financial plan covers every area of your financial life, from investments and real estate to insurance and retirement planning. A professional financial planner will guide you on how decisions about one aspect …

BANISH THE RRSP ONCE AND FOR ALL

It’s RRSP time again. The time when many Canadians wait until the very last moment to make a contribution to reduce the previous year’s taxes. You know who you are. You race to the nearest financial institution at the eleventh hour to hastily ‘park’ a random amount of money just in time to get a contribution receipt, rather than planning ahead to make the best investment choices for your hard-earned cash …