Should folks in or nearing retirement buy an annuity? If so, what’s the best time to pull the trigger on that purchase? Generally, I'm not a big fan of annuities, especially when interest rates a… [more]

Updated Nov 23, 2018 with 2019 rates In June 2016, the Minister of Finance announced an agreement in principle with the provinces that would “strengthen the Canada Pension Plan (CPP) for future g… [more]

My long-time clients, Norm and Mary, suffer from extreme retirement anxiety. They don’t have to stress about their retirement as they’ll have more money than they’ll ever need – yet they worry… [more]

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]

The earliest baby boomers have already turned 65 and over the next 20 years, they will be making one of the biggest transitions in life. The Boomers have made retirement a really hot topic these days… [more]