Your Canadian Retirement Specialist

Adjusting to a new schedule and new goals is never easy at any stage of life. Retirement can be an overwhelming experience. Transitioning out of full-time work can be challenging and is a giant step toward a new lifestyle. As a result, it's essential to focus on a smooth change to make retirement enjoyable.  There are at least seven things to consider that this episode will highlight. Each point i...

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. With our cold winter climate, many Canadians dream of spending more time in the sun. If you are thinking of making th...

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Physical activity is beneficial at any age, and with extra time in retirement, there's no better opportunity to incre...

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Join Regan Schiller as he interviews Rob Carrick, a podcaster ( Stress Test ) and personal finance columnist for The...

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. In this episode, Regan talks about three ways to make the job of your executor easier.  He also discusses... What an...

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Did you know that most Canadians either receive a refund on their taxes or owe nothing at all? Only a small percentag...

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Join Regan Schiller as he interviews Tom Vowell, Retired Vice President and Private Wealth Manager at Investors Group...

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Television commercials about retirement often depict dream vacations, endless bowling games, luncheons with the ladie...

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Managing your personal finances and money can sometimes require outside aid. However, deciding what kind of financial...

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Regan sits down with psychologist, Graeme Clark to chat about some of the psychological challenges we face when trans...

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page: https://www.youtube.com/channel/UCvH9vahqj4lByV2TYAXhGgA Popular wisdom suggests that as people accumulate wealth the...

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page: https://www.youtube.com/channel/UCvH9vahqj4lByV2TYAXhGgA Changes to Canadian tax law sometimes creates myths around w...

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page: https://www.youtube.com/channel/UCvH9vahqj4lByV2TYAXhGgA In this episode, Regan Schiller and Stephen Struthers sit do...

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page: https://www.youtube.com/channel/UCvH9vahqj4lByV2TYAXhGgA Many people designate a beneficiary of their RRSP, RRIF, TFS...

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page: https://www.youtube.com/channel/UCvH9vahqj4lByV2TYAXhGgA Many people seek the recommendations of a financial advisor...

Book your FREE Retirement Planning Consultation and check out our master class on Retirement Planning for an in-depth look into our planning process here: https://value.schillerandassociates.com/retirement Prefer to watch videos to get great information? Check out our YouTube Page. Join Regan Schiller as he interviews Gary Rabbior, President of the Canadian Foundation for Economic Education (CFEE)...

Check out our master class on Retirement Planning for an in-depth look into our planning process and to apply to become a client: https://value.schillerandassociates.com/retirement Canada has one of the world's most reliable pension plan systems. In a 2020 study, Canada ranked 9th out of 39 countries for sustainable and adequate pension programs. Overall, the Canada Pension Plan (CPP) is well run...

Many couples who have a significant difference in income levels, whether married or common-law, seek strategies to help bridge that gap and save on taxes. The spousal Registered Retirement Savings Plan (RRSP) is a flexible savings option that allows one spouse to share retirement income with their spouse and offers some additional tax savings for the higher income earner. The main strategy when it...

In this episode, Regan chats with educator in financial services training, Jason Watt. They discuss the landscape of financial planning education and certification, courses and designations, as well as financial literacy. Comment below with any questions or topics you'd like us to cover! And don't forget to subscribe for the latest updates. Check out our master class on Retirement Planning for an...

When it comes to a retirement plan, it's difficult to know what your target should be. Although some people will tell you there is a specific amount of money you need to have, the reality is that everyone's retirement needs are distinct. And, beyond that, there is actually a lot to consider before you start trying to calculate what will give you financial independence. After all, someone who plans...

You've worked hard to build your wealth and you want to take control of your legacy; but where should you start? Every estate plan is different and your plan should address your particular needs. Whether you own a business, have a blended family or share a vacation property, your estate plan should ensure your wishes are clear, your family is protected and your legacy will live on. There are many...

In this episode, Regan chats with Anne Haas, Regional Director at Canada Life. They discuss Permanent Insurance and Estate Planning for Canadians. Life Insurance can be very confusing. We hope that this video will help you better understand Permanent Insurance and how it can positively impact your retirement plan. Comment below with any questions or topics you'd like us to cover! And don't forget...

You've worked hard to build your wealth and you want to take control of your legacy; but where should you start? Every estate plan is different and your plan should address your particular needs. Whether you own a business, have a blended family or share a vacation property, your estate plan should ensure your wishes are clear, your family is protected and your legacy will live on. There are many...

As you approach retirement age, you may start imagining that last day at work before retirement. What will it feel like? What will you do next? In your dreams, your last day of work might involve good food, a decorated cake, balloons, maybe even farewell and thank you gifts as you say 'goodbye' to your co-workers. Your last day at work should be a meaningful event deserving of a celebratory day. B...

In this Episode, Regan sits down with Head of Sustainability at McKenzie Investments, Fate Saghir. to talk about Environmental, Social and Governance (ESG) investing , and how ESG investing can fit into your portfolio.  Environmental, social and governance (ESG) investing is a strategy you can use to put your money to work with companies that strive to make the world a better place. ESG investing...