Affinity Planning Group

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Affinity Planning Group Affinity Planning Group focuses on designing the right plan for you with transparent advice.

10/22/2026

Option 5: One-time 50% Unlocking. Turning 55 may open retirement planning opportunities! Some Canadian jurisdictions (I.e. ON, AB, MB) allow eligible LIRA holders to unlock up to 50% by transferring funds to an RRSP/RRIF while the remainder goes to a LIF, subject to specific rules.

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Financial planning isn’t just about investments and numbers—it’s about creating clarity, building confidence, and knowin...
10/20/2026

Financial planning isn’t just about investments and numbers—it’s about creating clarity, building confidence, and knowing you have a plan for the future. We’re grateful when clients share their experiences and allow us to be part of their financial journey.

10/15/2026

Option 4: Small Balance Amount. Did you know you may be able to unlock your LIRA if the balance is below a certain threshold? Understanding the rules could help you access funds and simplify your retirement planning.

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Happy Thanksgiving! 🦃 On behalf of Affinity Planning Group, we are very thankful for our clients. You provide us with th...
10/12/2026

Happy Thanksgiving! 🦃 On behalf of Affinity Planning Group, we are very thankful for our clients. You provide us with the most encouraging trust and trust. We wish you and your family a season filled with joy, thankfulness, and family moments to enjoy.

10/08/2026

Option 3: Non-Residency. If you've been a non-resident of Canada for 2 years or more, your LIRA may be eligible for unlocking. Understanding the rules can help you access your retirement savings and plan your next financial chapter.

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The goal of life insurance is simple: help make sure the people and financial commitments that matter most are protected...
10/06/2026

The goal of life insurance is simple: help make sure the people and financial commitments that matter most are protected.

10/01/2026

Option 2: Shortened Life Expectancy. If your doctor can confirm that you have 2 years or less due to physical or mental disability, you may be eligible to unlock a portion, if not all, of your locked in retirement account.

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Today is National Truth and Reconciliation Day, also known as Orange Shirt Day. This important day gives us all a chance...
09/30/2026

Today is National Truth and Reconciliation Day, also known as Orange Shirt Day. This important day gives us all a chance for reflection, learning and respecting this meaningful day.

09/24/2026

Option 1: Financial Hardship. Experiencing financial difficulty or high medical-related costs? You may be eligible. Eligibility may depend on income relative to the YMPE (Yearly Maximum Pensionable Earnings). Remember, the YMPE ($74,600) is the maximum salary amount set by the government for CPP contributions.

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Life insurance isn’t about planning for the unexpected. It’s about protecting the people you’ve planned for. Take time t...
09/22/2026

Life insurance isn’t about planning for the unexpected. It’s about protecting the people you’ve planned for. Take time this month to review your coverage and reflect on your insurance goals.


Address

202/4841 Delta Street
Delta, BC
V4K2T9

Telephone

+17787302079

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