Three ways you could maximize your RRSP
Want to maximize the savings and tax opportunities in contributing to your RRSP? We’ve got three steps you can take.
Saving regularly
Get help to feel more in control of your savings and more confident in your financial future.
So, you’ve been saving! Wondering if it’s enough?
Maybe you’re not sure what’s next or whether there’s something important you’re forgetting. We can help.
Your future is in good hands—your hands.
Something to think about
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Remember your goals
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Pay yourself first
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Automate saving
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Know your investor strategy
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Make the most of your plans
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Check up on your savings
What’s so great about a group RRSP?
If you’re looking to lower your income-tax bill, saving to buy your first home, planning to pay for education, or building your retirement nest egg, a Registered Retirement Savings Plan (RRSP) can help you get there faster.
A group RRSP can save you even more, with easy payroll contributions that give you an immediate tax break, competitive fees on your savings, and, in some cases, company matching programs.
How you can get the most out of your meetings with a financial advisor
Your appointment with an advisor can be similar to one with a realtor, hairstylist, or other professional. There are a few things you need to do—both before and after—to get the most out of your time. Here are a few tips to help prepare you for your meeting.
What—or who—is a beneficiary?
When you join a group retirement plan, we ask you to name your beneficiaries—but what does beneficiary mean? What happens if you don’t name any? Naming your beneficiaries within your plan—not your will—is critical. It’s also pretty easy to do. We’ll explain the what, why, and how of group retirement plan beneficiaries to help you protect your savings and your loved ones.