Cash flow strategies for the long-term

Making the right deposit/withdrawal choices pays big dividends. Our Strategic Cash Flow process will review your recent deposit and withdrawal choices to determine if you are taking full advantage of all available opportunities.

You will benefit from this program if you are asking questions like:

  • Where is the best place to save to or draw from? TFSA, RSP, Open?
  • Should I be converting my RSP to a RIF?
  • What is LIF-unlocking, can I benefit?
  • Am I taking full advantage of my contribution limits?

A Retirement Income Specialists can review your current approach and provide you with guidance on how to proceed.

In order to answer your questions, we will need to collect some information about you and your financial situation. The required data includes the approximate value of the different account types you hold (RSP, TFSA, Group RSP, etc.), the values from several lines on your most recent tax return, and the amount of RSP room available to you.

All data is held and treated confidentially in accordance with our Privacy Policy.
 

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*Price is inclusive of all sales taxes.