Stuart Kirk

Winning the clawback game

Where it counts

Insurance needs at different life stages

When we talk about age, we usually talk about a specific number. But if we talk about life’s stages, the numbers don’t really seem to matter. Instead, it becomes the “at school stage,” the “single stage,” the “new house, young kids stage,” and so on.

Make your estate plan a priority

Why is it important to have an estate plan? To ensure a simple, tax-efficient and organized transfer of your assets to loved ones when you’re gone.

What to do with an RRSP at age 71

You may convert your Retirement Savings Plan (RSP) to an income plan at any time, but must do so no later than the end of the year in which you turn 71.

What is retirement planning?

There are many definitions for retirement planning. The most common is: “In a financial context, refers to the allocation of finances for retirement. This normally means the setting aside of money or other assets to obtain a steady income at retirement.”

Using annuities to fund retirement income

Depending on your situation there are different types of annuities that can be used.

Creating a guaranteed tax-free pension income for life

There comes a time when you have to think about these things