Blog | Wiltshire Financial

CPP is Crucial for Most Canadians

The Canada Pension Plan (CPP) is crucial for many Canadian’s successful retirement years. Most Canadians do not have an indexed pension...

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Financial Question of the Week

Financial question of the week; Are you aware of the 7 important factors to a successful retirement? A couple of them may surprise you....

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Is It Time to Take Inventory?

As the end of the year quickly approaches, it makes me think of taking inventory. As your retirement approaches, are you taking inventory...

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10 Top Retirement Strategies You Need to Know

Incomes - understand your retirement income sources and which ones should be used now and later. Appropriate, efficient investment plan that works for you - it is not always about changing to no or little risk. Taking some risk, variability is a way to combat inflation. Tax efficiency in your retirement plan as well as your investments and estate plan. Accumulation - powerful tax efficient accounts like, TFSAs, cash value life insurance, Spousal RRSP contr., RDSP (reg. disabi

Retirement Income Sources that You NEED to Know Now

Do you know the various retirement income sources and how they can match up to expenses in retirement? Here is an article I wrote in our...

You Can Do Better With Your Investments

Lower fees and tax efficiency makes a difference in your investments, especially as you approach retirement! Investment strategies may...