Retirement Optimization

Clients are asking …

Clients are beginning to pay attention! For years, our typical client would look at their portfolio, note that it had increased in value, and congratulate us on a ‘job well done’. Only a few clients would have difficult questions. Those were the days, my friend! That has changed, as it always changes in a marketContinue reading “Clients are asking …”

Pension Splitting

Pension splitting can offer significant advantages to Canadians looking to save on taxes throughout their retirement. Planning around a pension split isn’t easy. You have to consider OAS clawbacks, Federal Age tax credits, and pension credits.


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