Common Questions

Which is better, RRSP or TFSA, and what can I invest in each type of account?

Should I pay off my mortgage if I have access to additional funds?

Do I need life insurance as I approach retirement?

Who should be my executor?

How much do I need in my investments to retire?  What’s my  number?

When should I take my Canada Pension?

What do I do with my group RRSP when I leave my employer?

Is my inheritance taxable?

Who pays the tax on my estate when I pass away?

Can I use capital losses on my regular income?

We are here  to help. We can provide insight on these or other topics you may be encountering. No cost, and no obligation.

Contact us if you have any questions.