by Atlantic Wealth Management | Nov 3, 2025 | 2025, Blog, investment, pension plan, retirees, Retirement
What You Need to Know About RRIFs: Turning Your RRSP Into Retirement Income As retirement approaches, many Canadians start wondering: what happens to all the savings they’ve been building in their RRSP? The good news is, your RRSP doesn’t just stop working for you...
by Atlantic Wealth Management | Oct 1, 2025 | Blog, critical illness insurance, insurance
Critical Illness Insurance Explained Why consider Critical Illness Insurance? The purpose of Critical Illness Insurance is to provide a tax-free lump sum benefit if you’re diagnosed with a covered serious illness. It’s designed to ease the financial pressure that...
by Atlantic Wealth Management | Sep 29, 2025 | 2025, Blog, financial planning, individuals, investment, personal finances, tax
This happens far too often, but can be avoided with some planning and working with an advisor. “An Ontario woman says she had to use nearly all of her parents’ retirement savings to pay off a more than $660,000 tax bill after they both died within the same...
by Atlantic Wealth Management | Sep 2, 2025 | Blog, group benefits
Employee expectations are shifting, and group benefits are no longer one-size-fits-all. Employers across Canada are recognizing that competitive compensation extends beyond salary. A strong benefits package can make the difference between attracting top talent and...
by Atlantic Wealth Management | Aug 1, 2025 | 2025, Blog, investment, pension plan, retirees, Retirement
OAS Clawback 2025If you’ve worked hard to build your retirement income, the last thing you want is to see your government benefits clawed back. Yet for many Canadians, the Old Age Security (OAS) recovery tax—commonly called the OAS clawback—can quietly reduce this...
