PLANNING AHEAD NEWSLETTER - SUMMER 2017

FOCUS ON RETIREMENT

Take OAS now or later? Factors to consider

If you meet the eligibility requirements, you can start collecting Old Age Security (OAS) benefits as soon as you turn 65. But you don’t have to take them then. In fact, you can delay OAS by up to five years, and increase your payments...

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MUTUAL FUNDS

Canada: 150 years old and plenty to celebrate! 

The spectacle of the new, media-savvy U.S. president has made it hard to look away from events stateside. But we’d like  to draw your attention homeward for a moment. The International Monetary Fund (IMF)  is predicting that...

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MONEY MANAGEMENT

Smooth out the cost of U.S. dollars

If you visit the U.S. frequently, invest or do business there, or plan to spend a lot of time in the States in retirement, a U.S.-dollar banking account can be convenient and save you time and effort when you need U.S. funds. Many Canadian financial institutions offer a range of U.S.dollar savings...

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RETIREMENT PLANNING

Planning for retirement is a duet, not a solo performance 

What’s the secret to a successful longterm relationship? Many couples might say communication, openness, honesty, or doing things together. These are all items that can be applied to retirement planning...

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PLANNING AHEAD NEWSLETTER - SPRING 2017

FOCUS ON RETIREMENT

Top 3 ways to celebrate your peak earning years

Do you have less than 10 years until you leave the “daily grind” behind? Now is the perfect time to capitalize on those peak earning years to make sure you are on track to achieve the retirement lifestyle you want.

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RETIREMENT PLANNING

Watch your step: The gender gap

When it comes to retirement, women generally face some unique challenges that require careful thought and astute planning now, to ensure financial security in the future. Here are some female-first considerations for retirement planning:

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MUTUAL FUNDS

Invest in what the world needs to give your portfolio a boost

Aging populations and slower economic growth are becoming part of the new normal, but there are a number of things the world will need in the years ahead — from infrastructure and technology, ...

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PORTFOLIO MANAGEMENT

Investors express confidence in the advice they receive

A 2016 survey1 found that Canadian investors like you value the advice they receive from their advisors. In fact, a remarkable 97% of those surveyed said that they are completely satisfied with ...

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