Happy retired couple planning their tax strategy

Retirement Control Involves a Tax Strategy

Jeremy Schrader

May 06, 2025

Faisal Karmali says retirement planning boils down to just two things you can truly control: your spending and your taxes. "You can mitigate some risks," says Faisal, "but you can't control everything...

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T1 Canadian income tax form with a Canadian Passport over top along with a magnifying glass with a red triangle with an exclamation mark inside it.

Tax Filing Deadline in Canada. Here's Why That Matters More Than Ever

Jeremy Schrader

April 30, 2025

April 30 was the final day for Canadians to file their taxes. This year that date and the task seems heavier than usual. Recent conversations around taxation changes and wealth planning and a new gove...

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Happy retired couple talking with their investment advisor

Volatility is Here and Why Now Is the Time to Stay Strategic:  What Retirees Need to Know

Jeremy Schrader

April 21, 2025

U.S. President Trump's tariff plans continue to have businesses, and their investors feeling the impact. If you're already retired or planning to be soon, it is natural to wonder how this affects your...

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Three people putting their ballots into boxes for an election vote

Why This Election Deserves More of Your Attention in Retirement

Jeremy Schrader

April 15, 2025

Trade tensions, politics and market volatility are the conversations dominating headlines and dinner tables across Alberta but there’s something even more immediate and closer to home that isn’t getti...

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Concerned couple with investment advisor

CPP Timing: Smart Moves for a Fulfilling Retirement

Jeremy Schrader

April 08, 2025

On a recent episode of More Than Money, we posed a question we hear often: should you take CPP early or wait? ​​​​​​ Wealth Advisor and Investment Advisor Leanna Wachniak gave a thoughtful answer, one...

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Single senior doing financial paperwork at the kitchen table

Single Seniors Face an Unfair Tax Burden – Advocating for Change

Jeremy Schrader

March 28, 2025

Taxes are just something we have to pay, but who pays and how much can be up for interpretation depending on your personal situation.  For example, there are a lot more tax savings opportunities for m...

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