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Category: Retirees

Do you have enough for retirement?

November 1, 2021Blog, pension plan, Retirees, Retirement, RRSP, Tax Free Savings AccountAbility Private Wealth

Many of us dream of the day that we can retire and have the time to ourselves that we have dreamed of for so many years. But, to have a genuinely contented and relaxing retirement, you need to ensure that you have the means to afford it. So, now’s the best time to consider the three critical stages of retirement planning.

1) Accumulation
2) Pre-retirement
3) Retirement

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Comparing TFSAs and RRSPs – 2020

January 30, 20202020 Only, Blog, Family, Individuals, Investment, Retirees, RRSP, Tax, Tax Free Savings AccountAbility Private Wealth

We examine the difference between RRSP and TFSA in the deposit and withdrawal stage.

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2019 Tax Tips for Employees

November 22, 20192019 Only, Blog, Estate Planning, Family, Individuals, Investment, Retirees, RRSP, Tax, Tax Free Savings AccountAbility Private Wealth

Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax personal tax changes for this year, 2019 is a good year to make sure you are effectively tax planning.

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Financial Advice

April 2, 2019Blog, Estate Planning, Family, Individuals, RetireesAbility Private Wealth

An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals.

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2019 Federal Budget

March 21, 20192019 Only, Blog, Business Owners, corporate, disability, Individuals, Investment, pension plan, Retirees, TaxAbility Private Wealth

The 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget.

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Comparing TFSA’s and RRSP’s – 2019

February 1, 2019Blog, Family, Individuals, Investment, Retirees, RRSP, Tax, Tax Free Savings AccountAbility Private Wealth

If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. Let’s take a look at their key features

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Retirement Planning for Business Owners

September 1, 2018Blog, Business Owners, corporate, Retirees, RRSP, Tax, Tax Free Savings AccountAbility Private Wealth

Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business owners is reinvesting extra money to grow their business, at the expense of putting it aside to save for their retirement.

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Getting the best from a financial advisor

June 1, 2018Blog, Business Owners, Charitable Gifting, corporate, disability, Estate Planning, Family, Group Benefits, health benefits, Individuals, Investment, Life Insurance, Long Term Care, pension plan, Retirees, RRSP, Tax, Tax Free Savings Account, Travel InsuranceAbility Private Wealth

Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor.

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Ontario Budget 2018

April 3, 2018Blog, Business Owners, corporate, dental benefits, Estate Planning, Family, Group Benefits, Individuals, Investment, Retirees, TaxAbility Private Wealth

The 2018 Ontario budget features a number of new measures and billions of dollars of enhanced spending across the spectrum, as announced by the province’s Finance Minister, Charles Sousa. Read on for some of the key proposals.

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Tax Lines to look out for

March 6, 2018Blog, Charitable Gifting, disability, Family, Individuals, Investment, Retirees, RRSP, TaxAbility Private Wealth

It’s that time of year again, when many of us sit down to complete our income tax return and hope that we have done enough preparation to ensure a smooth and speedy process. Unfortunately, there are a number of complexities that can cause us problems – here are a few of the most common issues experienced by individuals when submitting their tax returns

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Recent Posts

  • Five Ways To Withdraw Money From Your Business In A Tax-Efficient Manner
  • Permanent versus Term Life Insurance – What are the Differences?
  • 2022 Ontario Budget Highlights
  • 2022 Federal Budget Highlights
  • 2021 Income Tax Year Tips

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Contact Us

Derrick Lee-Shanok

derrick@abilitypcg.com

margareth@abilitypcg.com

416-875-1836

1-877-940-7377

416-860-7550

1500 Don Mills Rd. Suite 400 Toronto, ON M3B 3K4



Recent Articles

  • Five Ways To Withdraw Money From Your Business In A Tax-Efficient Manner
  • Permanent versus Term Life Insurance – What are the Differences?
  • 2022 Ontario Budget Highlights
  • 2022 Federal Budget Highlights
  • 2021 Income Tax Year Tips

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We believe in empowering our clients to participate in the creation and maintenance of their overall financial well being through proper education and ensuring an understanding of the possible outcomes involved in each decision.

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