by Rockmoor Wealth | 2021, Blog, Family, Individuals, investment, retirees, RRSP, tax, Tax Free Savings Account
If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. We’ve...
by Rockmoor Wealth | Blog, Business Owners, Corporate, Family, Individuals, investment, retirees, RRSP, tax, Tax Free Savings Account
When putting together your financial plan, there is no question about the benefits of consolidation. It’s common to have your finances all over the place. Savings at the bank, investments with several financial institutions, retirement savings at another. The...
by Rockmoor Wealth | 2020 Only, Blog, Family, Individuals, investment, retirees, RRSP, tax, Tax Free Savings Account
If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. We’ve...
by Rockmoor Wealth | 2019 Only, Blog, Estate Planning, Family, Individuals, investment, retirees, RRSP, tax, Tax Free Savings Account
Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax personal tax changes for this year, 2019 is a good year to make sure you are effectively tax planning. Below, we have listed some of the...
by Rockmoor Wealth | Blog, Estate Planning, Life Insurance, retirees
There are a number of mechanisms available for individuals to save in a tax-efficient manner for their retirement – from employer-sponsored pension plans to government plans, RRSPs (registered retirement savings plan) or TFSAs (tax free savings account). But, for...
by Rockmoor Wealth | Blog, Estate Planning, Family, Individuals, retirees
An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals. Why work with a Financial Advisor? Worry less about money and gain...
