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Solving The Retirement Funding Puzzle 

While generally a cause for celebration, retirement often comes with its fair share of financial anxiety. Research indicates that many people fear outliving their savings, resulting in an inability to enjoy life to the fullest throughout retirement. 

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Market-Insights-September-2023

September Market Insights: The Fed’s High-Wire Act

The adage, “Discretion is the better part of valour,” has never been more pertinent as the U.S. Federal Reserve cautiously navigates between the perils of inflation and deflation. In the world of economic policy, the Federal Reserve finds itself delicately engaged in a balancing act akin to a tightrope walker traversing a starlit sky obscured by clouds.

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large-Market-Insights-August-2023

August Market Insights: Unveiling The Crystal Ball

In early 2021, I presented a thesis regarding the latest inflation episode and its potential economic implications. At that time, I shared a perspective that differed from the prevailing narrative.

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Wellington-Altus

RESP Withdrawal Decision Tree

When withdrawing from an RESP, there are a variety of considerations to keep in mind, such as is this the first time the beneficiary is attending post-secondary education, are they attending full or part-time, and what makes the most sense – withdrawing EAP and/or PSE.

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Maximizing Your RESP: Withdraw Wisely

A Registered Education Savings Plan (RESP) is a Canadian registered investment account that promotes saving to support a beneficiary’s post-secondary education. Anyone — parents, family and friends — can open a RESP as a “subscriber” for the benefit of a child. Invested contributions grow tax free.

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Wellington-Altus

2023 Personal Tax Planning Cards

Download our province and territory-specific 2023 Tax Planning Cards.
Alberta Tax Planning Card
British Columbia Tax Planning Card
Manitoba Tax Planning Card

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