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Category: RRSP

Basic Planning for Young Families

October 30, 2019Blog, disability, Family, individuals, Life Insurance, RRSP, Tax Free Savings AccountMaclean Rowe

As a young family, you will be facing a lot of new challenges that you may or may not be prepared for along the way. Whether it’s children, a mortgage, or unexpected expenses that come up, now is the perfect time to start thinking about all the potential pitfalls that may arise.

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Steps to Avoid the OAS Clawback

March 1, 2019Blog, pension plan, Retirees, RRSP, Tax Free Savings AccountMaclean Rowe

According to the Canadian government website, Old Age Security is the largest pension program in Canada. OAS pays a monthly income to seniors who are age 65 and over. The amount of the payment is not based on past income but rather how long you resided in Canada after the age of 18. If you have turned 65 you are eligible for the maximum OAS income if you have resided in Canada for at least 40 years after turning 18 AND have resided in Canada for at least 10 years prior to receiving approval for your OAS pension. There are some exceptions for those who don’t fully qualify based on temporary absences during that requisite 10-year period.

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Optimizing Wealth Through Asset Re-Allocation

November 1, 2018Blog, Investment, RRSP, tax, Tax Free Savings AccountMaclean Rowe

If you are an active investor, your investment holdings probably include many different asset classes. For many investors, diversification is a very important part of the wealth accumulation process to help manage risk and reduce volatility. Your investment portfolio might include stocks, bonds, equity funds, real estate and commodities. All these investment assets share a common characteristic – their yield is exposed to tax. From a taxation standpoint, investment assets fall into the following categories…

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RRSP Deadline is March 1, 2018. How much tax can you save?

January 27, 2018Blog, Family, individuals, Investment, RRSP, taxMaclean Rowe

The deadline for contributing to your Registered Retirement Savings Plan (RRSP) for the 2017 tax filing year is March 1, 2018. You generally have 60 days within the new calendar year to make RRSP contributions that can be applied to lowering your taxes for the previous year.

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TFSA or RRSP 2018

January 1, 2018Blog, RRSP, Tax Free Savings AccountMaclean Rowe

One of the most common investment questions Canadians ask themselves today is, “Which is better, TFSA or RRSP”?

Here’s the good news – it doesn’t have to be an either or choice. Why not do both?

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Contact Us

Gaire Maclean
Certified Financial Planner

Tel: (604) 683-2044 
Fax: 604 689 2801 
Email: gaire@macleanrowefinancial.com

Tannis Rowe
Certified Financial Planner

Tel: (604) 683-2044 
Fax: 604 689 2801 
Email: tannis@macleanrowefinancial.com

#1810 – 1075 West Georgia Street
Vancouver, British Columbia
V6E 3C9

info@macleanrowefinancial.com

Latest Posts

  • Who Should Own My Life Insurance?
  • Stop Living Paycheque to Paycheque and Start Living
  • Extended COVID-19 Federal Emergency Benefits
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • 5 Top Financial Planning Strategies For Small Business Owners

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MacLean Rowe Financial’s “Boutique” approach to financial advice affords clients with the individual attention they deserve to achieve their goals and objectives.
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