Taxes can have a much bigger impact on your retirement planning than first assumed. It is important to take a dive into your portfolio and understand how the different sources of income in retirement, government and personal can go into your planning process. In this episode, Kris Dureau discusses a number of ways you can …
In our last episode, we sat down with the Caring Hearts Support Network to discuss all things grief and the support they made available for those people going through these tough times. In this episode, we are going to unpack what you can do to prepare for uncertain times and what exactly should be on …
Although inevitable, death is a scary topic that is sensitive to most of us. But when that dreaded time is around the corner for a loved one, wouldn’t you like to be fully supported with all the resources you may need to deal with the next steps? In this episode, Kris Dureau is joined by …
There is no doubt that planning for retirement can seem like a complex process, and even thinking about it can be stressful. Nowadays media, politicians, financial services, businesses – everyone has been talking about retirement. With so much information, it is easy to get overwhelmed. In this episode, Kris Dureau debunks eight popular myths about …
Many Canadians pack their suitcases as it gets colder and fly off to warmer places in the USA. While that sounds like a wonderful idea, it is important to know the tax implications of your trip. In this episode, Kris Dureau provides a brief overview of tax-related nuances you need to keep in mind as …
Before the year comes to a close, there are a number of things you want to consider concerning your registered accounts. These include your RESP, RRSP and RRIF accounts that you might want to pay closer attention to as the year comes to an end so that you can save going into 2023. In this …
Big positive changes are underway for our firm. Over the past 18 months behind the scenes, we have been working on a merger with Green Private Wealth – an award-winning firm. This merger allows us to offer our clients a more in-depth, wide array of services that can benefit them at any stage of their …
Are you nearing retirement and wondering if right now is the time to step into it? During these uncertain times, having a thorough plan that incorporates market drops and recession is very crucial for your peace of mind. However, if you have not had one of these plans done before retirement, there are still other …
The RRSP meltdown strategy has been saving our clients’ tax dollars for many years now, allowing for more savings and tax benefits. In this episode, Kris Dureau unpacks the benefits and risks of this strategy along with ways you can reduce taxes during your retirement income in your early golden years. Kris discusses: How to …
Just the name Tax-Free Savings Account (TFSA) sounds wonderful, doesn’t it? You can set aside money tax-free throughout your lifetime and it is a great idea… If you don’t make some simple mistakes. We need to be aware of the regulations around these accounts to avoid any painful mistakes. In this episode, Kris goes through …