Robbins Financial merges operations with Bishop Wealth Management
Business Transition You may remember back in October of 2017 Robbins Financial announced we would be joining forces with Bishop Wealth Management to strengthen our Team and plan for the future. In January of 2019 Matt took over as owner of Robbins Financial. What does this mean? I am not leaving but am working on a transition towards my own retirement. Over the next three years Matt and I will be holding joint client meetings to ensure a smooth transition. We know that relati

E-Solutions - Fall 2018
Please find a LINK below to the latest FALL edition of Manulife's E-SOLUT!ONS magazine on Retirement Planning topics. This Season's edition features the following articles: A) Life with pets - Being aware of the costs - Page 9 B) Back to basics - Focus on the fundamentals for an investment strategy that works for you - Page 13 C) You've been asked to be an executor...now what? - A checklist to help guide you - Page 15 IF you would like a copy of An Executor's Guide, ju

E-Solutions - Winter 2017
Please find a LINK below to the latest WINTER edition of Manulife's E-SOLUT!ONS magazine on Retirement Planning topics. This Winter Season's edition features the following articles: A) Broaden your investment horizons - Take advantage of the benefits of strategic, active asset allocation - Page 9 B) The money-health link - How finances can affect both your physical and emotional health - Page 12 C) Blended finances for blended families - Merging households can be financ
Retirement Literacy - Quick Quizzes
Test your retirement knowledge with these 4 short and easy Retirement Literacy quizzes created by the Association of Canadian Pension Management (ACPM).
Quiz 1: Government Retirement Programs: CPP, OAS & GIS Quiz 2: Individual Savings Plans: RRSP & TFSA Quiz 3: Workplace Retirement Plans: Defined Benefit Defined Contribution Group RRSP Plans, and DPSP (Deferred Profit Savings Plans) Quiz 4: CPPIB - Canadian Pension Plan Investment Board: General information Retirement
Federal Budget Highlights March 2016
The new Liberal government delivered its first federal budget on March 22 in Ottawa. While you've probably seen plenty of media coverage, I thought you would appreciate an overview of how some of the budget items relate to investments and taxes. The Liberals will spend heavily in this budget, leading to a projected $29.4-billion shortfall this year. The good news? Part of that spending may benefit you: OAS eligibility returns to age 65 - great news for folks born April 1, 195
TFSA (Tax Free Savings Account) new annual limit jumps to $10,000
Back in the spring (Atlantic Canadians will know this as June) the Government introduced a new annual limit for TFSAs and set the number at $10,000. The previous annual limit for 2015 was $5,500. Now you can top up your TFSA by an additional $4,500 to bring the total for the year to $10,000. REFRESHING YOUR MEMORY: TFSAs were introduced in 2009 and were/are a new type of savings account where the income or growth inside the account is never taxed. You use after tax money to m

E-Solutions Fall 2014
I encourage you to review the latest FALL edition of Manulife's E-SOLUT!ONS magazine on Retirement Planning topics. This Season's edition features the following articles: Commitment and Compromise - Achieve your retirement goals- page 9 Cents and Sensibility - Five sensible strategies to help you stop overspending - page 12 How Many Paycheques are you from Retirement? - Create a plan that will help you accumulate enough wealth to give you sustainable income for life - page 15
Changes to Canada Pension Plan (CPP)
CPP – Canada Pension Plan - Recent Changes Since the late 60’s the CPP has been in place to provide a Base Pension Income for all working Canadians. Up until 2012 the rules were pretty simple: Make your annual Contribution through payroll deduction; Your Employer then matched these contributions on a 1 to 1 basis; At age 65 you would be able to collect 100% of your ‘eligible’ CPP pension based on your history of contributions; If you wanted to start your CPP pension as early