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Retirement income planning for Canadian non-resident expatriates can be difficult. Let's consider some of the implications of receiving CPP/QPP, OAS, RRSP and pension income in retirement. CPP/QPP [more]
When you hear the term "robo advisor" and see many of the advertisements that have pervaded Canadians’ social media feeds, you couldn’t be blamed if you believed that this was another "Millennial [more]
Retirement used to be simple. My uncle Dan, for example, spent his entire career with one employer. He retired at 65 with a pension that provided a guaranteed monthly cheque for life. It was a typical [more]
Retirement is the beginning of a new and exciting phase in our lives. Since this is a time of great change, it can be challenging at the outset to estimate our spending needs. In the past, retirement [more]
Today, the bulk of financial assets are in the hands of the aging baby boomers. Over the next 10 to 20 years, the aging phenomenon will have a massive impact on inheritance planning. Here are some tip [more]
Minimizing your Old Age Security clawback [Update: 2017 rates]
The Old Age Security (OAS) program is the cornerstone of Canada's retirement income system. It includes a basic pension that goes to almost all people 65 or older who have lived in Canada for at least [more]