Which Accounts To Tap First In Retirement?

Which Accounts To Tap First In Retirement?

Retirees, or those close to retirement, might have several buckets from which to withdraw income in retirement. There may be assets in RRSPs, taxable or non-registered investment accounts, TFSAs, and possibly corporate or small business assets. At retirement you need to consider which of these accounts to tap into first. To further complicate matters you might also…

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Building Your Wealth: Employee Stock Purchase Plans

Employee Stock Purchase Plans

I regret to say I didn’t participate in my employer’s pension plan. However, I did join the employee savings plan – now called employee stock purchase plans. The resulting investment eventually became the backbone of my retirement plan. Many employers have stock plans that allow their employees to purchase shares in the company at a…

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A New Way To Look At Sustainable Investing

ScotiaiTRADE ESG Sustainable Investing

It’s not often we can equate green and sustainable business practices with the oil and gas sector but at a recent leadership summit I had the pleasure to hear Imaginea Energy founder Suzanne West share her ambitious vision to ‘green’ the oil business. Ms. West attended Richard Branson’s leadership gathering at Necker Island where she…

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Weekend Reading: What’s In A Name Edition

Financial Advisor or Financial Adviser. What's in a Name?

CBC Go Public is like a dog with a bone when it comes to going after Canada’s big banks. First it exposed the high pressure sales culture that has made its way down to the front-line – prompting bank tellers to open up about the aggressive tactics used to dupe customers into taking out new products or…

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