Shows
Solutions to goDiscovering segregated fundsJoin Peter Ward and John Natale as they discuss the features of segregated funds, and their benefits for retirement and estate planning. John also touches on the advantages of a GIA over a GIC, particularly in terms of tax implications and income splitting.2024-05-1435 min
Solutions to goPlanning your estate.Nobody wants to think about it, but having an estate plan is important. It can be a key factor in controlling how and when your assets are distributed. Join Peter Ward as he speaks with tax expert John Natale about everything estate planning.2023-03-3123 min
Solutions to goTFSA vs RRSPWhen it comes to saving for the future, what’s better - a TFSA or an RRSP? Spoiler alert! They’re both good, but for different reasons. Listen to Peter Ward’s conversation with tax expert John Natale to learn more about these registered accounts and how it makes sense to use them.
Consider your tax bracket - each type of account has unique benefits for higher and lower earning years.
Understand effective strategies for using an RRSP and a TFSA during retirement.
Learn about the Home Buyers’ Plan and why it may not be the only helpful home-buying option.2023-01-1218 min