Edward Jones
3960 Quadra St Suite 110 V8X 4A3 Victoria, BC, Canada

Old Age Security is available for those ages 65 and up and is determined by your income in retirement, including your CPP payments. I’m available to work with you to determine when exactly would be a good time for you to start receiving OAS payments.

I’m here to help you plan ahead by working on the right financial strategies for you including when to start receiving Canadian Pension Plan or Old Age Security payments. Don’t forget, a change of plans can mean a change in strategy.

A Tax-Free Savings Account (TFSA) is a great way to save money. It's a tax-advantaged account that helps you save for both short-term and long-term financial goals. The maximum amount you can contribute is $6,000 annually.

This can mean fewer payments with balances being charged with lower interest rates. Be aware of any fees that get charged and the potential impact to your credit score.

Now might be a good time to update or review your beneficiaries for registered investment accounts (TFSAs, RRSPs, RRIFs etc.) as well as your insurance policies. This is how these institutions know who the funds should go to if something happens to you. Read more here.

Weekly Market Update: "Dow 30,000" has a nice ring to it, but the more important question is: What does this number mean for investors? Read the rest here