FAQ Category: Wealth Planning

What is a Donor-Advised Fund (DAF)?

View Content

What is a Prescribed rate loan (PRL)? By what date does PRL interest need to be paid? Will you remind me?

View Content

What is the First Home Savings Account (FHSA)?

View Content

What are the rules for the Homebuyers Plan (HBP) RRSP redemption? Do I qualify?

View Content

When can I start taking OAS? At what income level does OAS begin to be clawed back?

View Content

When should I begin taking CPP?

View Content

Is there an additional cost for a financial plan?

View Content