Money Facts 2020

I often have the “investment risk” conversation with clients approaching retirement age. Traditionally, this has meant telling clients that it’s time to move into lower-risk investments.

Saving for the future involves using both RRSPs and TFSAs.

Estate Planning: Protecting Your Heirs and Beneficiaries highlights how to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them.