RRSP - My Own Advisor

2022 Financial Goals – June Update

Posted on June 20, 2022 by Mark | 15 Comments

2022 Financial Goals – June Update Welcome to my latest update about my 2022 financial goals, this is my update for June. A countdown to semi-retirement if you will… 2022 Financial Goals For any non-subscribers (yet!) to my site, here…

Benchmarking my portfolio – June 2022 update

Posted on June 13, 2022 by Mark | 8 Comments

Benchmarking my portfolio – June 2022 update A benchmark is a standard or measure that can be used to analyze the allocation, risk, and return of a given portfolio. A variety of benchmarks can be used to understand how a portfolio…

What to do with a lump sum of money

Posted on May 30, 2022 by Mark | 23 Comments

What to do with a lump sum of money Sometimes, you get a bit of money over time. In other times or rare times, you might get a lump sum. What should you do with any financial windfall? What should…

How and when to withdraw from RRSP and TFSA

Posted on March 14, 2022 by Mark | 84 Comments

How and when to withdraw from RRSP and TFSA What a journey it’s been. I’ve been writing about personal finance and investing for almost 15 years now – chronicling my path to semi-retirement and financial independence. But the time has…

RRSP facts you must remember this year and beyond!

Posted on January 19, 2022 by Mark | 82 Comments

RRSP facts you must remember this year and beyond! To help you make the most of your Registered Retirement Savings Plan (RRSP) before the RRSP contribution deadline, I thought I would list some of my favourite RRSP facts for this…

2022 Financial Goals

Posted on January 12, 2022 by Mark | 34 Comments

2022 Financial Goals Well, wasn’t 2021 interesting??? Welcome to my 2022 financial goals, a countdown to semi-retirement edition. Maybe. Hopefully! I certainly can’t say if 2022 will be better than 2021, and even 2020 in our pandemic context, but it…

Weekend Reading – Important numbers for 2022 edition

Posted on January 8, 2022 by Mark | 16 Comments

Weekend Reading – Important numbers for 2022 edition Hi folks – a very Happy New Year to you! Welcome to a new Weekend Reading edition – my important numbers for 2022 edition. I know for 2022 at this point, what…

Top Year End Financial Planning and Tax Tips

Posted on December 6, 2021 by Mark | 40 Comments

Top Year End Financial Planning and Tax Tips The decorations are up. The holiday marketing campaigns are in full swing. People are becoming more edgy by the day… Yup, the holidays are coming – so why not get some top…

Overlooked retirement income and planning considerations

Posted on June 21, 2021 by Mark | 41 Comments

Overlooked retirement income and planning considerations I’ve updated this overlooked retirement income and planning considerations to reflect some current thoughts. Check it out! I’ve mentioned this a few times on my site: there is a wealth of information about asset…

How to invest inside a corporation

Posted on June 7, 2021 by Mark | 39 Comments

How to invest inside a corporation As a new owner of a corporation, I’ll admit it’s a brand-new world for me to consider how to invest inside a corporation. I’m in the very fortunate position to be still working full-time,…