Mid-Summer Reviews: When to Collect OAS and CPP

Did you know that 61% of Canadians are afraid of running out of money during retirement? According to a new CPP Investments survey, that fear is widespread. Yet surprisingly few people understand even the basics of public pension planning. For example, Canadians are not obliged to begin OAS or CPP at age 65. By delaying, they can significantly boost after-tax income and improve retirement security.

A special rule applies to claiming medical expenses when a taxpayer dies.

We are expanding and hiring! Check out our available opportunities on our careers page.

Jody Steinhauer brings her insight into the power of change to the 2014 Distinguished Advisor Conference as part of High Net Worth Client Spotlight: Giving Back Makes Good Business Sense.

In her book, Empower Your Presence, Catherine Bell illustrates how even the quality trait “shy” can magnify your presence positively.

Learn to remove obstacles to financial decision making in working with family businesses. Enrol in Advising Family Businesses and be on the path to earning your DFA-Bookkeeping Services Specialist™ or MFA-Succession and Estate Planning Specialist™ designation.

Ensure you register by June 30 to save $550 on registration fees. Don’t miss the opportunity of an incomparable educational experience November 9-12 in the beautiful Texas Hills as you gain perspective and insight from outstanding thought leaders in the tax and wealth advisory industries.