The Canada Pension Plan (CPP) retirement pension is a monthly, taxable benefit that will replace a portion of your employment income when you retire. If you qualify, you will receive the CPP retirement pension for the rest of your life.…
Why We Ask for a Trusted Contact Person
If we have updated your Know Your Client (KYC) file lately you may have noticed, we are now asking you to provide us with a name for your Trusted Contact Person (TCP). This is a relatively new requirement and is…
Estate Planning for Millennials
My parents are older, my mom sometimes reminds me of this and then, proceeds to tell me that they will probably be gone by the time I am a little older than she is now. Every time they go away…
Reducing Financial Stress
Despite rising grocery and gas prices, high inflation, and elevated housing costs, Canadians are prioritizing their financial health and are feeling more hopeful about their financial futures today than they did a year ago; according to the 2024 FP Canada…