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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do a lot of planning around saving in a Registered Education Savings Plan, but not nearly enough on how that money is withdrawn tax-efficiently....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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After Retirement 2: Making the Most of Your Charitable Impact

This is the second in a series of estate planning blog posts, from a subject matter expert....

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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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TFSA Wiki

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

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Is it Time to Revisit Beneficiary Designations?

Since opening your registered plan accounts, have you revisited your beneficiary designations?...

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Advanced Financial Planning

November is financial planning month. I've written plenty of times before about some basic financial planning, so I wanted to take a bit of a detour this month into the realm of “Advanced Financial Planning”....

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10 Questions to Ask Your Financial Planner

10 questions that everyone should ask their financial advisor, whether they currently deal with them or are planning on dealing with a new one....

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Planning Your Charitable Impact

Charitable planning is too often overlooked in a financial plan. It's time we take a look at how we can be more calculated and deliberate with our donations, while minimizing tax over our lifetimes....

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How much tax does a Tax Free Savings Account actually save?

I didn't hear of any celebrations, but 2018 is actually the tenth year of existence for the TFSA; the tenth year in which we Canadian residents have been able to contribute money to it. While ten years should be enough time for all of us to wrap our...

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