Planning and Advice

Get the (pension) credit you deserve

Retirees in Canada benefit from a number of tax breaks, one of which is the pension income tax credit. Eligible taxpayers can claim up to $2,000 of qualifying income, which can include employer pensions, RRIF withdrawals and annuity income.

By Dan Bortolotti |October 15, 2013

2 min read

What clients find on Google: Mutual funds

Investors still use mutual funds to build retirement savings.

October 11, 2013

3 min read

5 ways to avoid the wrong clients

Have you ever taken on the wrong client?

|October 10, 2013

2 min read

Chances of retirees running out of money more than 50%

Retirees with a 40% equity, 60% bond portfolio and a withdrawal rate of 4% have a more than 50% chance of running out of money over a 30-year time horizon, according to a recent study.

By Staff |October 9, 2013

1 min read