If you have accumulated assets during your lifetime, you likely will want to ensure that wealth transitions cost effectively. Read more.
What is an Annuity?
An annuity is a plan that makes payments to you on a regular basis. It might be a general annuity, a payment from a registered retirement income fund (RRIF), or a variable pension payment. These payments are part of your total income and are reported on your tax return.
To learn all the facts, please contact me.
Source: Canada Revenue Agency
CPP Income Planning Guide
The Canada Pension Plan (CPP) is a mandatory contributory retirement plan that provides you with an inflation-indexed retirement pension, generally beginning at age 65. Read more.
Guide to passing on wealth
Planning for death is difficult, because it’s an emotional topic. However, to preserve wealth, it’s important to employ a checklist to enable a thorough discussion and encourage trigger questions. Read more.