Each year in March we provide an updated Tax Tips infographic. With CRA data, we collect income tax tips to help individuals save money and think about tax planning with their advisor.
Financial
RRSP vs TFSA
Our Advisor clients tell us that often get asked the question, “Is it better to invest in an RRSP or TFSA.” This infographic was designed to help illustrate the answer, “it depends.”
10 Ways to Grow Your RRSP
This infographic offers ten strategies to make your RRSP grow and increase your capital for retirement.
Navigating Life’s Events – Will You Be Ready?
This infographic incorporates the elements of the financial planning process to encourage a holistic approach to planning for one’s future.
Where will you be Financially at Retirement?
This infographic illustrates the amount of retirement capital you have at retirement will depend on many factors. Depending on what age you start to save, the magic of compounding can make a significant impact.
Six Step Financial Planning Process
Your personal financial plan should involve the six steps outlined in the following infographic.
How Will The New Tax Rates Affect You?
Learn how the new federal marginal tax rates for 2016 affect you with this infographic and calculator.
Impôt
Each year in March we provide an updated Tax Tips infographic. With CRA data, we collect income tax tips to help individuals save money and think about tax planning with their advisor.
TFSA: Spend or Invest
In January each year, many Canadians are thinking about investing, often in their RRSPs. We created this infographic to help start a conversation about investing in tax free savings accounts.
MER Interactive Infographic
The interactive infographic lets you calculate and compare the impact of two different MERs on the growth of your investment.
How Much Insurance is Enough
Proper planning will help to ensure that your survivors have enough money to pay off debts, pay the daily bills and ensure there are enough funds to live on.
Management Expense Ratio Infographic
The MER is the total cost of running the investment and can have a real impact on your overall rate of return and is often misunderstood by the average investor.