Taking CPP Early, Late or at Age 65?

Taking CPP Early, Late or at Age 65?

When to take CPP is one of the biggest questions we as Certified Financial Planner professionals are asked.   This extremely important decision should include considerations such as life expectancy, overall health, taxes and the need for income.  For every month you take CPP before age 65, your payment is reduced by 0.6%, or 7.2% per…

Get Retire Ready: Checklist

Get Retire Ready: Checklist

There’s a lot to consider when one’s retirement is nearing. Perhaps you are already retired and wondering if there’s more to consider. CI Investments TREP team of experts has put together a fantastic pre and post retirement planning checklist. Click the text below to read more! Retirement Checklist

Mutual Fund Distributions Explained (and very well!)

For anyone wanting to know about different types of mutual fund distributions and how each is taxed, TD has put together a really great brochure. Topics include: Fundamentals of distributions, Types of Distributions, Impact of Distributions, ROC Distributions, Corporate Class Funds and Other Considerations Read or download it here. If you have any questions, as…