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 Canaccord Genuity Corp.

RESP Withdrawals: Think Strategically

We do a lot of planning around saving in a Registered Education Savings Plan, but not nearly enough on how that money is withdrawn tax-efficiently....

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Make 2021 Less Taxing

Now that the 2020 tax season is behind us, it's time to look at some basic things that could make 2021 a bit less taxing on you....

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How much income will I need in retirement?

Here's another crucial question when planning for retirement: how much income will you actually need?...

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When should I start my CPP?

I get this question a lot, more than any other retirement planning question. There’s no clean-cut answer, as everyone’s situation is different. Here are some things to consider....

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How much should I save in my RRSP?

You've got your first grown-up job and you're wondering how much you'll need to put away for retirement and how best to make use of RRSPs. Well, here are a few considerations to start....

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Recommended Books on Personal Finance

I often get asked this question. Usually by do-it-yourself personal finance keeners who find me online, but also by existing clients looking to improve their financial knowledge....

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They're Never Gonna Pay it Back

Government debt, inflation, and retirement planning are a dangerous mix....

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Registered Education Savings Plans

Below you'll find my recently updated "RESP Wiki". As the name suggests, I update this post annually with any changes to legislation, as well as to add info based on questions from clients. It has, admittedly, gotten rather long....

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Should I Take Maximum LIF Payments?

Many of us end up having at least a small LIRA or LIF kicking around in our portfolio due to a pension at a former job. How do they work?...

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TFSA Wiki

Everything you want or need to know about TFSAs, in one place....

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