Retirement
At Greenfeld Wealth Management, our team works closely with you to ensure your retirement future is secure. We can assist you with:
- When to convert an RRSP to a Retirement Income Fund (RIF)
- Transferring the difference between your LIF min/max to your RRSP as a contribution
- When to take OAP & CPP
- Group Pension Planning
- Portfolio adjustments for income generation
Registered Retired Savings Plan (RRSP)
What is it?
A Registered Retirement Savings Plan (RRSP) is a type of investment account that allows you to build and grow your wealth for retirement in a tax-advantaged way.
Who is it for?
Canadians who have employment income and file a tax return. Either they (or their guardian) may set up and contribute to an RRSP.
Registered Disability Savings Plan (RDSP)
What is it?
An RDSP is a savings plan that provides people with disabilities an easy and effective way to save and invest for their long-term financial security.
Who is it for?
Anybody who can claim the Disability Tax Credit may be eligible.
Four reasons why a financial plan is important
Do you need a retirement review? Click here to read more…
Call us today at 604.940.8617 to get the conversation started.
