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RRSP Advice for Busy Families


Family RRSP Planning

You do what You do Best, Let us show you what We do Best…

In today’s fast pace and ever-changing world, you need to be guided through the complex world of Investing. But with all the distractions and duties you are responsible for on a daily basis, who has the time to stay up to date with all the changes in the Financial World. This is where we come in, we are RRSP Specialists  for Families just like you. Download a Great RRSP Infographic below to see how we differ from the Rest…

RRSP Facts  and Strategies you Must know to be Financially Secure…


Here are some simple steps to ensure your Retirement Income


  1. Contribute to your RRSP on a Monthly basis to grow your account with Dollar Cost Averaging

  2. You are allowed to contribute up to 18% of your income every year into an RRSP, any un-used room will be carried forward

  3. If you would like to catch up on your RRSP, think about using an RRSP loan to get a Big Tax Refund in this years income

  4. RRSP’s that are held in Segregated Funds protect them from Bankruptcy and make them Creditor proof in most cases

  5. The unused portion of your child’s RESP’s can be transferred to your own personal RRSP, if they go un-used

  6. You can use a Spousal RRSP to receive the tax deduction personally

  7. Use Fund Style Investing for your RRSP Success, diversification will help cushion the blow of any particular sector

  8. Make sure you know exactly what your RRSP is invested in, Active management is key to your retirement success

  9. Meet with your RRSP Advisor on an annual basis to make sure your goals are being met, and that you are taking advantage of any opportunities that may arise

  10. Find out what your “Income” will be at retirement by using our Income calculator (found below), it is not about setting a Savings Goal, it is about setting an “Income” goal

  11. If you are not happy with the Service or Advice you are receiving, then it is time to make a change. We welcome all new clients, and will work behind the scenes with your current Bank or Advisor to have your assets transferred into a Program that suits your needs.

  12. If you have changed jobs in the past, who is managing your old RRSP or Pension Account? We are here to help you with that too

Call us Today to see how we can help you and your family in Retirement Planning


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How can we help you achieve your Financial Goals?

RRSP's are confusing


There are many ways to achieve the financial success you deserve, especially living, working and playing in such a wealthy area of the world that we live in. So why are you worried? Is it because your expectations not been met? Is it because you have been handed off to so many so-called advisors at your bank that you have personally given up? Or is it because you simply have no idea as to “what” you should be expecting in retirement or “how much” you should be putting away to have success?

These are questions we deal with every day, and have for the last decade, and this is why we have built our business on answering those challenges that are found above. So if you feel that you need the service, consistency and faith in your retirement plans that you haven’t in the past, then it is time to give us a call.

About Us…

RRSP InvestingWe do not charge any fees to our clients, and are fully compensated by the companies that we entrust your business to.  And don’t worry we deal with all the big companies that are out there as Brokers of Financial Services, and do all the work in the background. We are aware that your Time is Money, and shouldn’t be wasted by working with People or Companies who do not Understand your Situation or Needs. We know you are the Best at what you do, shouldn’t you be working with a Company that is the best at what we do?

Don’t wait any longer, call us today and get the service and advice you deserve…


Call us Today

Steffen deGraaf