This category summarizes all the investment planning posts for Advantage Wealth Planning.
Realized Versus Unrealized Capital Gains in Non-Registered Accounts Around tax time, I am often asked why there is a capital gain (or loss) on an account when the investor did not make a withdrawal during the calendar year. This article will hopefully better educate you on why this can occur. Specifically this covers “non-registered” accounts […]
Scroll down for later posts during the month of March 2020. As everyone is aware, stock markets around the world have turned down of late caused primarily by fear from the coronavirus and what will be the effect to the economy and your portfolio. I know it’s stressful for investors, so I thought I would […]
Whether you are already retired or planning to retire in the next 10 years, the Variable Retirement Income (VRI) can help quantify how comfortable you are with your retirement income strategy. Over the past decades, companies are shifting their pension plans away from defined benefit (DB) pension plans to defined contribution (DC). Why? Companies no […]
Grandparent’s RESP Strategy The Grandparents RESP Strategy might be one of the best gifts you could ever give to your grandchildren. Are you tired of giving the latest toy that only gets played with and after a few hours, the novelty of it is over? Few other gifts will provide the long term benefit than […]
Good Educational Tax Free Savings Account (TFSA) Articles The Tax Free Savings Account, TFSA, is a great savings plan. Below is a collection of what I consider good educational articles about the TFSA. If you have further questions, please contact me. TFSA assets rise 8% year over year, CRA says Canadians held a total of $298.1 […]