by Rona Birenbaum BAS CFP®, CHFS | Jan 9, 2018 | All About Investing, All About Tax, Retirement
Time flies when you’re saving money. Lo and behold, you are turning 71 which is the deadline for converting your Registered Retirement Savings Plan (RRSP) into a Registered Retirement Income Fund (RRIF). A portfolio strategy suitable for accumulating a retirement...
by Rona Birenbaum BAS CFP®, CHFS | Dec 18, 2017 | In the News
Surging investor confidence in early 2018 is starting to look like reckless enthusiasm. Investors have lately shown a willingness to take on risk in search of home-run returns, and the investment industry is serving up products to capitalize. Download Article (PDF)...
by Rona Birenbaum BAS CFP®, CHFS | Dec 15, 2017 | All About Investing, Retirement
Exchange Traded Funds (ETFs) are supposed to reduce the cost clients pay for investment management. However, in some cases, I’ve noticed that they are actually increasing it. Start-up and growth of ETFs ETFs have been around for longer than you might think – in...
by Rona Birenbaum BAS CFP®, CHFS | Dec 14, 2017 | In the News
Toronto-based financial planner Rona Birenbaum says annuity buyers can solve this by purchasing a permanent life insurance policy representing all or some of the capital amount used to purchase the annuity. Full Article on MoneySense.ca >
by Rona Birenbaum BAS CFP®, CHFS | Nov 21, 2017 | In the News
Ottawa may have backpedalled on some of its tax proposals but physicians remain very concerned. Download Article (PDF) >
