CSR Wealth Management

09/02/2026

There are various ways to invest in your long-term savings and, for Canadians with disabilities and their families, there is the option of a Registered Disability Savings Plan (RDSP).

The RDSP has certain eligibility and contribution considerations and includes government assistance and tax benefits. This video outlines key characteristics.

If you have any questions or want to learn more about the RDSP, get in touch with us. You can book a call easily through our website.

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09/01/2026

This month we're focused on sharing more information about the DTC and RDSP - two financial tools that can help anyone with a disability or impairment.

To start, we encourage everyone to learn more about the DTC. It might be useful to you or someone you know, including aging parents or grandparents.

It's important to note that the DTC is not just for visible disabilities, but for any impairment, physical, intellectual or mental, that affects a person's life daily.

Also, it can be a disability that a person has developed later in life. Seniors often qualify based on impairments they have developed with age.

If you aren't sure if you or a loved one might qualify, ask us!

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The Disability Tax Credit (DTC) is a non-refundable tax credit.  It helps people with a disability, or those who support them, to reduce the amount of income tax they have to pay.  The DTC also opens the door to other valuable credits and programs. 

08/30/2026

Here are some simple ways to help protect your kids financially.

Have questions about any of them? We're here to help.

08/29/2026

Here are some of the top reasons why your teen needs to know about credit.

08/27/2026

08/25/2026

The joy of parenthood brings new wealth-planning considerations. Check out this helpful list to get started.

We can help with all of it.

08/22/2026

The SINGLE BEST WAY to save for retirement is to set up automatic contributions to your RRSP or TFSA.

Then set it and forget it.

The rest of your income is yours to spend however you like.

Whether you can save $100 per month or $1,000 per month, the goal should be to save something.

Want help deciding whether the TFSA or RRSP is best? Book a free call with Frank.

08/19/2026

Baby on the way? Don't forget these must-do financial steps to prep for parenthood!

08/18/2026

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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08/13/2026

Building a solid financial foundation using the 50/30/20 rule can help make budgeting a success.

Getting this right will make a big difference to the enjoyment of your money today and your future retirement.

Ask us for help!