Legacy Wealth Advisors
  • Services
    • Business Owners
    • Medical Professionals
    • Families
  • Philanthropy
  • Insights
  • Contact
Select Page
Retirement Planning

Retirement Planning

by afa | Aug 1, 2023 | Blog, Family, health benefits, life insurance, Retirees, retirement, rrsp

Most of us understand the benefits of sensible retirement planning. Still, it doesn’t feel relatively straightforward when it comes to creating your retirement strategy and putting it into effect. The reality is that, while there are lots of variables to...
Do you have enough for retirement?

Do you have enough for retirement?

by afa | Mar 2, 2023 | Blog, pension plan, Retirees, retirement, rrsp, Tax Free Savings Account

Many of us dream of the day that we can retire and have the time to ourselves that we have dreamed of for so many years. But, to have a genuinely contented and relaxing retirement, you need to ensure that you have the means to afford it. So, now’s the best time...

The Difference between Segregated Funds and Mutual Funds

by Legacy Wealth | Nov 1, 2020 | Blog, Business Owners, Family, Retirees

Segregated Funds and Mutual Funds often have many of the same benefits such as:  Both are managed by investment professionals. You can generally redeem your investments and get your current market value at any time. You can use them in your RRSP,...

6 Steps to Retirement Success

by Legacy Wealth | Aug 3, 2020 | Blog, Business Owners, Family, Investment, Retirees, rrsp, Tax Free Savings Account

 Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success.Have a written plan which merges life priorities with financial resources.Consolidate your income-producing assets with one advisor.Layer different sources of...

Comparing TFSAs and RRSPs – 2020

by Legacy Wealth | Jan 30, 2020 | 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...

2019 Tax Tips for Employees

by Legacy Wealth | Nov 22, 2019 | 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 key...
« Older Entries

Recent Posts

  • Understanding Registered Education Savings Plans (RESPs) in Canada
  • Retirement Planning
  • Understanding Tax-Free Savings Accounts (TFSAs)
  • First Home Savings Account (FHSA): What You Need to Know
  • Permanent versus Term Life Insurance – What are the Differences?

Recent Comments

  • Transferring Your Estate – Part 2 – Legacy Wealth on Transferring Your Estate – Part 1

Legacy Wealth Advisors | 5 Melanie Dr. Unit 10 Brampton, ON L6T 4K8
Phone: (888) 368-1488| Email: info@legacywealthcanada.com

  • Follow
  • Follow

Privacy & Website Terms of Use

Proud Supporters of:

Member of:

Member of: