Saving for Retirement Through Your Corporation: RRSP vs Holdco Strategies for Incorporated Canadians By Bill Craven, B.A., CFP®, EPCMutual Fund Representative |Life Insurance Advisor | Investia Financial Services Inc. Incorporated in Ontario and thinking about retirement? Your options go far beyond the average Canadian’s. This guide breaks down how using your corporation — or holding […]
Moving RRSPs and RRIFs to TFSAs
Tax-Efficient Strategies for Moving RRSPs and RRIFs to TFSAs – Advice from Bill Craven by Bill Craven BA, CFP, EPC Understanding RRSPs, RRIFs, and TFSAs in Ontario Retirement Planning For many Ontarians, a Registered Retirement Savings Plan (RRSP), Registered Retirement Income Fund (RRIF), and Tax-Free Savings Account (TFSA) are the foundation of a well-structured retirement […]
Maximize Your Retirement with TFSAs: Bill Craven’s Expert Guide for Ontario Professionals
by Bill Craven Unlocking the Power of TFSAs for Ontario Professionals Saving for retirement doesn’t have to be overwhelming, nor should it come with a big tax bill. For professionals in Ontario, the Tax-Free Savings Account (TFSA) stands out as a key part of a well-rounded financial strategy. Whether you’re just starting to build wealth […]



