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.

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.

05/23/2026

Learn how retirement income is taxed in Canada and where hidden inefficiencies can reduce your long-term savings. Explore RRSP and RRIF withdrawal strategies, OAS clawback planning, and tax bracket management to help improve after-tax income over time.

05/21/2026

Understand key retirement tax rules that can impact RRSP withdrawals, OAS clawbacks, and overall income planning. Learn how the CRA approaches common retirement tax situations so you can plan more strategically and avoid costly surprises.

05/19/2026

RRSPs and RRIFs are essential retirement tools—but they can create tax and cash-flow challenges if not planned properly. Learn what Canadians need to know about withdrawals, timing, and income coordination to avoid common retirement pitfalls.

05/17/2026

RRSP withdrawals in your 70s can trigger higher taxes if not planned carefully. Learn how withdrawal timing, RRIF rules, and income coordination may help Canadians maintain better income control and reduce unnecessary tax pressure.

05/15/2026

Some Canadians use RRSP withdrawal strategies to help delay CPP and OAS and manage taxes more effectively. Learn how coordinating income sources may improve retirement cash flow and long-term flexibility.

05/13/2026

Your 60s can be a critical planning window for retirement. Learn how thoughtful tax planning, income timing, and benefit coordination during this decade may help improve cash flow and reduce long-term tax exposure.

05/11/2026

RRSPs are powerful—but only when used strategically. Learn how contribution timing, withdrawals, and coordination with other income sources may help Canadians reduce lifetime taxes and improve retirement cash flow.

05/09/2026

An RRSP drawdown strategy can help some Canadians manage taxes before mandatory RRIF withdrawals begin. Learn how gradual withdrawals and smart timing may reduce future tax pressure and improve retirement income flexibility.

05/07/2026

Learn how smoothing your retirement income can help manage tax brackets and reduce unnecessary tax spikes over time. Here’s how to think about withdrawal timing and income coordination for greater tax efficiency.

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

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