The holiday season has passed, we’ve ushered in the new year, and now we enter RRSP season. It’s a time you might be making a large contribution or just topping up your Registered Retirement Savings Plan (RRSP).
Some investors wonder if market conditions should influence their investment decisions when they make an RRSP contribution, and the Page 1 article in this issue of Well-Advised covers this.
Choices are a key component of wealth planning, and every other article also involves decision-making, whether on your own or with our guidance. For example, the Page 2 article looks at selecting goals for your Tax-Free Savings Account (TFSA), and a Page 4 article discusses options when receiving a financial windfall.
In addition to these investment topics, the newsletter also covers choices in estate planning and retirement planning. An article on Page 3 focuses on decisions made to ensure harmony among heirs. A second Page 4 article examines whether or not to delay Old Age Security (OAS) payments.
Download the newsletter in PDF: Well-Advised WINTER 2023
We hope you and your family enjoy the winter months. Please get in touch whenever we can help you with your wealth management decisions.
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