Phone:
604-668-1500
Home
Meet Our Team
Who We Help
Our Process
Publications
Financial Management
Retirement Planning
Tax Planning
Investment Planning
Estate Planning
Insurance & Risk Management
Bookmarks
Government of Canada
Bank of Canada
Government of B.C.
City of Vancouver
Financial Consumer Agency of Canada
Family Law in B.C.
General
Book a Meeting
Home
Meet Our Team
Who We Help
Our Process
Publications
Financial Management
Retirement Planning
Tax Planning
Investment Planning
Estate Planning
Insurance & Risk Management
Bookmarks
Government of Canada
Bank of Canada
Government of B.C.
City of Vancouver
Financial Consumer Agency of Canada
Family Law in B.C.
General
Book a Meeting
☰
Home
Meet Our Team
Who We Help
Our Process
Publications
Financial Management
Retirement Planning
Tax Planning
Investment Planning
Estate Planning
Insurance & Risk Management
Bookmarks
Government of Canada
Bank of Canada
Government of B.C.
City of Vancouver
Financial Consumer Agency of Canada
Family Law in B.C.
General
Book a Meeting
Retirement Planning
Locked-In Registered Plans
Locked-In Registered Plans
RRSPs - Make Your Money Work as Hard as You Do
RRSPs - Make Your Money Work as Hard as You Do
RRSPs: Savings Tips & Strategies
RRIFs: Your RRSP Maturity Options
RRSPs - Making Your Money Work as Hard as You Do
RRSPs - Making Your Money Work as Hard as You Do
Retirement Planning
Retirement Planning
Consider Self-Employment In Retirement
Consider Self-Employment In Retirement
Maximizing Retirement Income
Maximizing Retirement Income
LIRAs, LIFs, LRIFs & P-RRIFs
LIRAs, LIFs, LRIFs & P-RRIFs
Maximize your Retirement Income
Maximize your Retirement Income
RRSP Rules
RRSP Rules
RRSP Withdrawals
RRSP Withdrawals
A RRIF is very much like an RRSP in reverse. An RRSP is an account designed to help you save for retirement – a RRIF is an account designed to provide annual income in the form of withdrawals from a registered plan during your retirement.
RRIFs - Tips and considerations
Investing in a Registered Retirement Savings Plan (“RRSP”) is one of the soundest ways to ensure you enjoy a financially secure retirement. In order to maximize the benefits of an RRSP, it’s important to have a basic understanding of the rules that govern them.
Understanding the Basic RRSP Rules
Guide to Registered Plan Accounts
Guide to Registered Plan Accounts
A formalized savings plan that uses a registered plan, such as a Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) or a Registered Retirement Income Fund (RRIF), is one of the soundest ways to realize your retirement goals. Here are some strategies you can use to maximize the benefits of your RRSP, TFSA and RRIF.
Strategies for Your Retirement Savings Plan
The RRIF Payout Schedule
RRIF Payout Schedule
Locked In Retirement Accounts
Locked In Retirement Accounts
Collecting the CPP
Collecting the CPP
While your retirement date may still be several years off, and the goals you set today may seem even further off, it is never too early to begin preparation.
Planning for certain risks in retirement
Transition into retirement with confidence. As you transition into retirement, keep in mind your income could come from multiple sources at different times of the month. You’ll need to know where that income will come from, how much you’ll receive, and when you’ll receive it. Before you retire, you’ll need to complete a variety of employer and government forms. This checklist will help you move into your retirement seamlessly.
Checklist - Less than 2 years to retirement
A clear path to retirement requires a clear plan. If retirement is now on the horizon and no longer a distant goal, you’ll want to make sure preparing for it is a priority. Using this time to continue to save and build your assets, while paying off outstanding debt can really make a difference. This is also the perfect time to put some serious thought into what your retirement will look like. This checklist will help you do just that.
Checklist - Between 2 and 10 years to retirement
Prepare now to retire well later.
Checklist - More than 10 years to retirement
As you plan for your retirement, it is critical to consider your current expenses as well as your future expenses.
Retirement Expense Worksheet