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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...
Insured Retirement Program

Insured Retirement Program

by Legacy Wealth | Oct 2, 2019 | 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...
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Recent Posts

  • Ontario 2023 Budget Highlights
  • Do you have enough for retirement?
  • TFSA versus RRSP – What you need to know to make the most of them in 2023
  • 2023 Financial Calendar
  • 2022 Year End Tax Tips and Strategies for Business Owners

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

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