Solid State Wealth Inc.

Solid State Wealth Inc. Solid State Wealth is a local financial firm servicing the Okanagan and surrounding areas.

With over 13 years of experience, and a niche for tax planning and growth with small business owners, let Solid State Wealth take care of all your financial needs.

06/16/2026

Two retirees with similar savings can experience very different outcomes depending on how their income is structured. Learn how withdrawal sequencing, CPP and OAS timing, and tax coordination can shape long-term retirement income in Canada.

06/14/2026

Retirement isn’t just one long phase—it often unfolds in stages that affect spending, taxes, and government benefits. Learn how the early years of retirement can shape CPP, OAS, and withdrawal decisions that impact your long-term financial plan.

06/10/2026

Converting your RRSP to a RRIF can increase taxable income and potentially trigger OAS clawbacks. Learn how timing withdrawals, managing income levels, and planning before age 71 may help reduce clawback exposure and improve long-term tax efficiency.

06/08/2026

Age 71 is a key milestone under CRA rules, requiring most Canadians to convert their RRSP to a RRIF or annuity. Learn how this deadline affects withdrawals, taxes, and OAS planning so you can structure income more strategically before mandatory rules apply.

06/06/2026

Choosing when to retire can significantly impact CPP, OAS, and RRSP withdrawal strategies. Learn how retirement age decisions influence taxes, income sequencing, and long-term financial sustainability under current Canadian rules.

06/02/2026

Learn how coordinating RRSP and TFSA withdrawals can improve tax efficiency in retirement. Understand contribution strategy, withdrawal sequencing, and how CPP and OAS timing may influence your long-term after-tax income plan.

05/31/2026

Understand how to structure retirement income to manage taxes more efficiently under current CRA rules. Learn how RRSP/RRIF withdrawals, CPP and OAS timing, and income sequencing can influence your long-term after-tax retirement plan.

05/29/2026

Converting your RRSP to a RRIF before 71 comes with important tax implications. Learn how early withdrawals, income smoothing, and CPP/OAS coordination can influence lifetime taxes and help you plan more strategically before mandatory conversion rules apply.

05/27/2026

Two retirees with the same $1 million can experience very different results depending on withdrawal strategy, tax planning, and income timing. Understand how RRSP/RRIF decisions, CPP and OAS coordination, and spending structure can shape long-term retirement success.

05/25/2026

Here’s how to think about your retirement timeline through a tax lens. Learn how timing RRSP/RRIF withdrawals, CPP, and OAS can influence lifetime taxes and help you plan more efficiently under current CRA rules.

Address

201-1475 Ellis Street
Kelowna, BC
V1Y2A3

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+12503004826

Website

Alerts

Be the first to know and let us send you an email when Solid State Wealth Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Solid State Wealth Inc.:

Shortcuts

Share

Category