Brady Clark Advisory Group
210-199 Front Street K8N 5H5 Belleville, ON, Canada

Many retirees have the bulk of their retirement savings in registered retirement savings plans. The two big questions for a retiree prior to age 71 are: When should I start withdrawals? And how much should I take out each year?

Across much of the developed world, recent days have seen an effort to send a message to markets -- one that emphasizes an increasing willingness to tighten policy earlier, and less intention to patiently wait for full employment to be achieved.

The second of two massive financial support programs that helped Canadian workers through the pandemic is set to expire, but economists are taking a wait-and-see approach when it comes to what the end of benefits means for the labour market and economy.

Many Canadians own investment portfolios through a holding company (a Holdco) for a variety of reasons. But how are income and gains earned on investments held inside the Holdco taxed? CIBC's Jamie Golombek and Debbie Pearl-Weinberg explain.

Talking to your family about your estate plan can be a sensitive topic, one many families tend to avoid. However. by putting off this conversation, you risk leaving the outcome to chance. Here's what you need to know:

With 2020 nearly over, now is a good time to think about tax planning opportunities that may still be available to you. In this new report, CIBC tax expert Jamie Golombek offers his year-end tax tips with a focus on those financially impacted by COVID-19.

Uncertainty; good or bad? https://edgepointwealth.com//EdgePoi/Embracing-the-unknown

Read our tips and tools to help guide conversations with your kids about money at any age and contact me with any questions you have. Let’s discuss financial education! #FLM2020

In both the US and Canada, the surprising jobs data suggests that a second wave of the virus hasn’t yet dented overall growth in October.

Lower interest rates and ongoing economic recovery are supporting higher equity markets. However, the September pullback can be seen as a consolidation after a sharp rally rather than the beginning of a market downturn.