How to invest wisely for retirement - the safety versus growth dilemma

Young couple looking at tablet

When it comes to retirement planning, should you focus on growth or safety? Here are three strategies that can help you get both security and long-term growth potential.

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Will your trust be celebrating its 21st anniversary soon?

Retired couple celebrating outdoors

Trusts are a great tool for succession and wealth planning, however you should be aware of the 21-year rule. This is what you need to know.

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What you need to know about Registered Disability Savings Plans (RDSP)

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A registered disability savings plan is a valuable way for parents to set aside funds for an individual’s financial future. Here are the benefits and restrictions of an RDSP.

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Are you entering the retirement risk zone?

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It begins several years before retirement and continues for several years after the day you retire. Learn why your investments need extra protection while you are in the retirement risk zone.

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Does your spouse have a different investment personality?

Young couple reviewing documents

You might be worried if you and your spouse have opposite ideas about investing. But your differences may present no problem at all – and could even benefit you both.

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What to do when education savings need a boost

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Average education savings seem just fine until the day they meet above average costs. We’ve got a range of tuition fees to show you and solutions to help you save for your child’s education.

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How to save tax as a couple

Young couple looking at laptop

Interested in strategies to pay less tax every year? Three couples illustrate effective ways to save tax by splitting income in working years, in a business and while retired.

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How to minimize the OAS clawback

Retired couple on boat

Reducing the Old Age Security (OAS) clawback means reducing your net income. This can involve a variety of techniques that your financial advisor can plan for. Here are four strategies to consider.

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What to do when it’s time to help your parents

Mother and adult daughter in the park

In matters of financial affairs, the day may come when you’ll be parenting your parents. Here’s a strategy to help begin the conversation.

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Kicking up life lessons and fun with football

Jack Lumsden coaching Burlington football team

Jack Lumsden has been a football coach and mentor to young boys for over 15 years. He’s helped them win a Halton Junior Championship along the way.

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