The 6 Best Strategies to Minimize Tax on Your Retirement Income (as seen in Canadian MoneySaver)

The 6 Best Strategies to Minimize Tax on Your Retirement Income (as seen in Canadian MoneySaver)

by | Apr 12, 2018 | Financial Planning Wisdom, Investment Wisdom, Retirement Income, Retirement Planning Wisdom, Tax Strategies, TFSA or RRSP? | 5 comments

You will have a lot more tax saving opportunities after you retire than before. If you get a salary, you may have limited tax deductions or tax saving strategies. When you retire, it is completely different. You can essentially determine the amount of income you will...
Make Your Retirement Comfortable with the “8-Year GIS Strategy”

Make Your Retirement Comfortable with the “8-Year GIS Strategy”

by | Mar 25, 2018 | Financial Planning Wisdom, Retirement Income, Retirement Planning Wisdom, Smith Manoeuvre Wisdom, Tax Strategies, TFSA or RRSP? | 12 comments

The “8-Year GIS Strategy” is one of the best strategies to turn a modest retirement into a comfortable one for you. I am finally releasing it! For years, this is one of a few strategies that I have quietly used with select clients. It has 5 huge advantages: $101,00...
When can I Retire with the Lifestyle I Want? (As seen in October 2017 issue of Canadian MoneySaver)

When can I Retire with the Lifestyle I Want? (As seen in October 2017 issue of Canadian MoneySaver)

by | Feb 14, 2018 | Finance Wisdom, Financial Planning Wisdom, Investment Wisdom, Retirement Income, Retirement Planning Wisdom, Tax Strategies, TFSA or RRSP? | 4 comments

Financial freedom. It is what we really want. The most common questions I am asked are about retirement and financial freedom. For example: Jonathan (age 29) – I want to retire very young and very comfortably. How can I achieve that? Emma (age 34) – What do I have to...

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