by Rockmoor Wealth | Asset Allocation, David LeNeveu, Investment Planning, Retirement Planning
The problem with mutual funds if you’re not using portfolio management services, is that your portfolio of investments in your RRSPs, TFSAs, and other accounts likely hold a number of mutual funds that have been picked by yourself, suggested by a friend, or...
by Rockmoor Wealth | Retirement Planning, Tax Planning
Which is better, TFSA or RRSP? 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. Each plan, however, does have distinct differences and...
by Rockmoor Wealth | Financial Planning, Retirement Planning, Tax Planning
Financial Calendar for 2019 – All the deadlines you need to know to maximize your benefits! Some highlights include: Additional $6,000 TFSA contribution room for 2019 GST/HST Credit Payments Bank of Canada Interest rate announcements Canada Child Benefit payments...
by Rockmoor Wealth | Retirement Planning
Retirement planning can be challenging; there are so many things to consider before the day finally comes around and we want to make sure you are prepared and ready. We’ve outlined what we feel are six steps to retirement planning success: Have a written plan that...
