July 29, 2021

Converting an RRSP to a RRIF 2021

If you are nearing retirement, you may be starting to think about creating retirement income for yourself from your RRSPs.  Registered Retirement Savings Plans (RRSPs) are considered accumulation vehicles.   This means they are used to save for your retirement in a tax efficient way.  When the time comes to start using your hard-earned savings to fund your retirement, you may want to consider moving them to a payout vehicle called a Registered Retirement Income Fund (RRIF). 

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A Step-by-Step Guide to Conducting a Life Insurance Audit

tend to neglect the insurance part of their portfolio, but it is one of the most important tools you can have as a part of a financial plan.   Just like your investments or other assets it should be reviewed regularly to ensure it is still protecting you in the ways that you need it to.  The steps below will help you get started on your own life insurance audit.

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