Turning daydreams into reality.
Resources to help you be well-informed and prepared so, when the day comes, you can enjoy retirement stress-free.
Preparing for Retirement
Top things you need to know for your 2021 tax return
Learn where to find your tax documents, our mailing schedule for tax receipts and forms, how to pay taxes to the CRA, and more for the 2021 tax season.
How to create a retirement savings plan
A comfortable retirement starts with knowing how much income you’ll need and making a savings plan.
Create a successful investment plan
Whether you’re saving for retirement, a down payment on a home, or a major purchase, creating a realistic savings plan will ensure you reach your financial goals.
It's never too late to start investing in RRSPs and TFSAs
Even if you are close to retirement, it can still be beneficial to start investing in RRSPs and TFSAs.
Got room? Learn about your RRSP contribution limits
Your RRSP room is determined by your annual RRSP contribution limits. Learn how to best take advantage of all that room.
Make the most of your RRSP contribution
Consider these tips to make the most of your RRSP contribution, save on your tax bill and maximize your retirement savings growth.
Retirement planning for small business owners
Advice for entrepreneurs on preparing for retirement, and how to offer a savings plan for employees too.
4 tips for getting the most out of your RRSP
These tips can help you make the most out of your RRSP.
Retirement Savings Options Beyond RRSPs
Maxing out your RRSPs? Learn how combining a TFSA and non-registered investment accounts to your savings plan can increase retirement savings.
When to use an RRSP loan
What if you don’t have enough money to maximize your RRSP contribution room? Should you borrow to invest in your RRSP? Find out here.
After Retiring
How can I increase retirement income with income splitting?
Income splitting is a way of moving income from the higher to the lower-income spouse.
Will OAS and CPP be enough?
See how much Old Age Security (OAS) and the Canada Pension Plan (CPP) will contribute to your retirement.
Pension payout: Your options explained
Learn the difference between pension plan income and lump sum commuted values to help you decide which option is best for your retirement plan.
Advice for snowbirds
This checklist highlights some important things to keep in mind so you can keep your winter worry-free!
Should you sell the family home?
Choosing where to live after retirement is a big decision. Should you continue to live in the family home or should you downsize to something smaller?
Financial abuse: signs and solutions
Financial abuse is when someone’s money or assets are misused by someone else. Knowing the signs of financial abuse can help protect yourself and others.
More helpful advice