CSR Wealth Management

07/16/2026

Protect your home when buying or renewing a mortgage—know your insurance choices.

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Check out this infographic!

07/14/2026

Planning RESP withdrawals for post-secondary? The right strategy can help reduce taxes and stretch your savings further. Watch this quick video to see how smart timing makes a difference.

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Check out this video!

07/11/2026

Looking at purchasing your first home?

Buying a home is one of the most significant financial decisions you'll make in your lifetime. From deciding on your budget to finding a realtor, here are 8 major steps to the home buying process.

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Check out this infographic!

07/09/2026

Choppy at the end but what a great visit!

07/09/2026

07/07/2026

Why is a TFSA useful in retirement?

The TFSA is useful in retirement because it's a source of tax-free income, for occasions when a person might need extra money.

Here are some common reasons retirees withdraw funds from their TFSA:
⭐ Travel
⭐ Renovation
⭐ Vehicle
⭐ Cash gift to kids or grandkids
⭐ RESP contributions for grandkids

Unlike the RRSP, a TFSA is not tied to employment income. Any person aged 18 to 100+ can open an account.

Whether you're working toward retirement or already retired, it's not too late to open a TFSA. Let us help! Book a call with Frank from our website or text him at 647-226-8921.

07/05/2026

Have extra funds and unsure whether to pay down your mortgage or invest? The right strategy depends on your goals, risk profile, and time horizon.

07/02/2026

Planning to buy your first home can feel overwhelming, especially when it comes to saving for the down payment.

If you qualify as a first-time buyer, there may be more funding options available to you than you think.

We’ve put together a visual guide to show how two government programs - the FHSA and RRSP could work together to help boost your available funds, using money you might already have.

You can easily schedule a no-obligation call from our website and we'll walk you through these accounts.

06/29/2026

One of the easiest things we can do as investors is to simply stay invested. This infographic shows you how over a 30 year period, as an investor, if you missed the best days in the market your returns would have been significantly lower.

Unfortunately, it would be nearly impossible to predict when those best 50 days would be, so the only sure way to make sure you benefit from them is to keep your money invested and stick with the plan.

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Check out this infographic!

06/26/2026

Are markets feeling uncertain? Don’t panic. These 4 timeless principles can help you stay grounded, avoid emotional decisions, and keep your long-term goals on track.

When in doubt, call us. We'll review these principles one by one to ensure you understand them in relation to your own investment portfolio.