RRSPs, RRIFs, and Drawing Income in Retirement
A common question that we get from clients leading up to retirement is how do you use an RRSP and when do you withdraw funds from it?
Market and Investment Insights
COP26: Keeping Climate Issues on the Front Burner
“Investors today aren’t just investing for performance; they also want the ability to make an impact beyond returns that aligns with their personal values.” Check out the latest article in WP where Brent Vandermeer talks about Socially Responsible Investing (SRI) AKA Environmental, Social and Governance (ESG), and the upcoming COP26 conference – an annual summit aimed at accelerating progress towards Paris Agreement emissions targets.
Advocacy in Aging
A key topic we focus on when you discuss your estate planning at CrossPoint is aging and what your plans are.
Lost in transition? Thoughts on Retirement
Brent contributed his perspectives on the financial impact to doctors considering retiring in an article entitled “Lost in transition? Thoughts on Retirement Part 2. “Should I stay or should I go now?” in the Oncologist Read the Article »
2021 Financial Checklist
2020 was a year to remember, filled with hardship for many, and silver linings for some. As we begin a new year, it’s a time to reflect on the past year to consider what went well and what could be improved upon. Here’s a Financial Checklist to help you and your family start the year […]
Holiday Reading and Investment Wisdom
Markets have become more turbulent again, not that we should be surprised. In fact, opportunities are now becoming more apparent and for that, we are excited as it will help us grow your portfolio. However, we also recognize that the larger ups and downs can be very emotionally difficult to endure. Trust can be tested. […]