Welcome to Connect Wealth!
After nearly a year of preparation, today we officially launch our new name and new look. We are excited to be celebrating this milestone and to begin this new phase of our journey together with you!
At Connect Wealth we:
Connecting with our clients is our passion. If you have any questions or would like to contact us, we would love to hear from you!
Are RRSPs overrated?
For many years RRSPs (Registered Retirement Savings Plans) were viewed as the best option available for retirement savings. However, the truth is that there are several variables to consider for your best investment options.
Here is a short list of questions to ask yourself:
(more…) Read more
The Registered Disability Savings Plan (“RDSP”) is one of the least talked about Registered Savings Plans on the market today. To be honest, this plan is becoming more recognized because the Government of Canada is marketing the plan for Canadian’s with a disability. In the past, RDSP’s have flown under the radar; however, throughout the past year, more and more people have been asking about it.
It is a little more complicated than your typical RRSP or RESP.
How to safeguard your retirement…
Have you ever been scuba diving? With scuba diving, you need to plan your dive, how long, what depth, do you have the right gear, etc. If you make a big mistake there are no do overs, it could cost you your life. Retirement planning is similar, you only get one shot at it and the difficulty is, people will only do it once in their lifetime. Fortunately, as a planner we get to experience retirement many times over as we walk alongside our clients.
For people that are in the building phase (ages 30-55) and those that are in their final approach to retirement (ages 55-65), it is crucial to make sure that certain key elements have been looked at. Read more
Dynamic Duo Joins the Dream Team