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What are the differences between segregated funds and mutual funds?

November 10th, 2022 by

As investors, we are always looking for the perfect balance between risk and reward, and there are several investment options to help you achieve this goal. Let’s look at two of the most popular alternatives: mutual funds and segregated funds. Mutual Funds A mutual fund is an investment product. With mutual funds, investors pool their [&hellip

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Navigating Bear Markets

September 21st, 2022 by

When markets are up and your portfolio is growing, investing can seem so easy. To build wealth over the long term, though, you’ll need to successfully navigate bear markets, or market downturns. Interestingly, success during bear markets comes more from your investment approach and preparation than any actions you might take during a market downturn. [&hellip

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QROPS Transfers: Helping Clients Avoid Pain Points

May 19th, 2022 by

It’s definitely worthwhile to investigate the advantages of a Qualifying Recognized Overseas Pension Scheme (QROPS) pension transfer. However, to complete a QROPS pension transfer, you must navigate many bureaucratic processes, and this is a job you should not undertake without expert help

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QROPS and Taxes: The Implications

March 8th, 2022 by

If you hold a personal or company UK pension, and you’re a Canadian-resident taxpayer who will be living in Canada for at least 5 years a Qualifying Recognized Overseas Pension Scheme (QROPS) transfer may produce significant tax benefits for you

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The QROPS UK Pension Transfer Process

September 15th, 2021 by

If you transfer your UK pension into Canada, you must move the funds into recognized financial vehicles approved by the QROPS process. Depending on the circumstances, that would be either a RRSP (Registered Retirement Savings Plan) or a RRIF (Registered Retirement Investment Fund.)

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RRSPs vs RRIFs: What’s The Difference?

August 18th, 2021 by

If you transfer your UK pension into Canada, you must move the funds into recognized financial vehicles approved by the QROPS process. Depending on the circumstances, that would be either a RRSP (Registered Retirement Savings Plan) or a RRIF (Registered Retirement Investment Fund.)

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What You Need to Know About Canadian RRSP’s

July 16th, 2021 by

If you are used to the British pension system and have recently moved to Canada or plan to retire within Canada, you may not know what an RRSP is. However, if you plan to transfer your UK pension to Canada, you’ll want to understand a bit about them before you move your funds

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Transferring Your UK Pension to Canada via QROPS

February 3rd, 2021 by

If you are a British ex-pat living in Canada, or have at some stage lived in the UK, and want to move your personal or company pension to Canada, the good news is that you can

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