Join us on Thursday, March 5th at 6:30 PM CST for a live webinar diving deep into the Old Age Security claw back.
Many Canadians are surprised when their OAS is reduced, often realizing it only after filing their taxes. In this session we will walk through what triggers the claw back, why it happens, and the planning strategies that can reduce or even eliminate it.
We’ll cover what works, what doesn’t, and how to structure income in retirement so you keep more of your OAS. Whether you’re approaching age 65 or already receiving benefits, this webinar will provide practical, easy-to-understand guidance you can use right away.
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Becker Orr Wealth Management
Clinton Orr and Kevin Becker are portfolio managers with Canaccord Genuity Wealth Management. Social Media Disclosure: http://ow.ly/XvqU30o8uTc
08/31/2024
RRSP Meltdown Strategy has been highly recommended by many. Here, we explain why!
In this video, you will be equipped with information on RRSP withdrawal considerations, strategies for low-income earners and those who can do passion splitting. You might even be able to retire earlier than you think!
BEST Time to Withdraw Before The Government Takes Your Money | RRSP Meltdown Strategy RRSP Meltdown Strategy has been highly recommended by many. Here, we explain why! In this video, you will be equipped with information on RRSP withdrawal con...
06/16/2024
How can you save your estate tax with the RRSP Meltdown Strategy in Canada? We are deep-diving into the case study where our client, Elizabeth, aims to get an estate for her kids with a minimised government chunk.
RRSP Meltdown Strategy: Save Thousands in Estate Taxes How can you save your estate tax with the RRSP Meltdown Strategy in Canada? We are deep-diving into the case study where our client, Elizabeth, aims to get a...
05/31/2024
What does retirement in Canada really look like for those 65 and older? Using the freshest 2024 census data, we break down the average income before and after tax, giving you a comprehensive view. This detailed analysis helps you see where you fit in and plan your finances better. Get the latest insights to ensure your retirement years are well-informed and financially sound.
Canadian Retirement Income 2024: What 65+ Need to Know (Before & After Tax) What does retirement in Canada really look like for those 65 and older? Using the freshest 2024 census data, we break down the average income before and afte...
05/10/2024
Where is the best place to live in Canada? Canada's provinces vary in income scales.
Census data reveals the province with the highest retirement income. Here is a comparison of income levels in Canadian provinces for people aged 65 and older.
Retire at Age 65: Which Canadian Province Offers the Highest Income? Where is the best place to live in Canada? Canada's provinces vary in income scales. Census data reveals the province with the highest retirement income. Her...
04/15/2024
Senior Portfolio Manager, Clinton Orr, was on Global Winnipeg this morning, discussing Apple, earnings and what to watch for this week.
Winnipeg Market Report – April 15, 2024 | Watch News Videos Online Watch Winnipeg Market Report – April 15, 2024 Video Online, on GlobalNews.ca
04/06/2024
Senior Portfolio Manager, Clinton Orr, was on Global Winnipeg yesterday discussing Apple, Canadian Jobs and US Jobs numbers.
Winnipeg Market Report – April 5, 2024 | Watch News Videos Online Watch Winnipeg Market Report – April 5, 2024 Video Online, on GlobalNews.ca
04/05/2024
Making sense of our financial decisions isn't always easy, especially when emotions come into play. This video takes a closer look at the emotional aspects of finance, explaining why we sometimes make poor choices and how to avoid them. Learn the importance of emotional awareness in financial planning for a more secure future.
Why We Make Bad Financial Choices? The Emotional Side of Finance Making sense of our financial decisions isn't always easy, especially when emotions come into play. This video takes a closer look at the emotional aspects o...
03/19/2024
Retirement brings a big change, not just in how you spend your time but also in your money. This video, highlighting views from 78% of retirees, offers a closer look at how spending habits evolve. Understand the balance between saving and spending for a worry-free retirement.
Can Spending Habits Change in Retirement? (78% of Retirees Disagree) Retirement brings a big change, not just in how you spend your time but also in your money. This video, highlighting views from 78% of retirees, offers a clo...
03/06/2024
Wondering about retirement in Canada and how much you'll need? Our video breaks it down with a super simple 5-minute formula. In just 5 minutes, learn what you need to save for a comfortable retirement. It's easy, fast, and gets straight to the point. It's precisely what you need to start planning today. If you want to create successful retirement you 'need a plan'.
How Much Do You Need To Retire in Canada? 5-Minute Formula to Calculate Your Needs Wondering about retirement in Canada and how much you'll need? Our video breaks it down with a super simple 5-minute formula. In just 5 minutes, learn what ...
02/27/2024
Ready to turn your retirement dreams into reality? Our new video is your roadmap to a fulfilling post-work life. We break down the essentials, from stretching your dollar without missing out on the joys of life to staying active and socially connected. Plus, we tackle the tricky topic of supporting adult kids while keeping your nest egg safe. It's all about living your retirement years to the fullest, with a dash of wisdom and fun. Discover how retirement in Canada and the World can be a happy retirement?
How to Live a Happy Life After Retirement ? Ready to turn your retirement dreams into reality? Our new video is your roadmap to a fulfilling post-work life. We break down the essentials, from stretchin...
02/23/2024
How confident are you in your retirement savings? This detailed analysis takes you through the current state of retirement finances for Canadians over 50, providing a clear view of where you stand in comparison. With insights and data from a recent comprehensive survey, this episode is a must-watch for those seeking to optimize their retirement savings strategy, ensuring a secure and comfortable retirement.
Surprising Numbers of Canadian Retirement Savings | How Do Your Retirement Savings Stack Up? How confident are you in your retirement savings? This detailed analysis takes you through the current state of retirement finances for Canadians over 50, pr...
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1010-201 Portage Avenue
Winnipeg, MB
R3B3K6
Opening Hours
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4:30pm |