William A. Cutten, PFP, RRC - Associate Advisor, Sun Life

02/08/2022

01/25/2022

01/06/2022

Do you give your RRSP contribution annual raises? Try increasing your annual amount, even slightly, every year. You will save more money faster and help ensure you have enough for a happy and healthy retirement.

As your income goes up, so should your RRSP contributions. Find out how a small increase can make a huge difference.

11/23/2021

A big thank you to our Clients! From our Clients completing the birthday survey we were able to make a $970 donation to The Food Bank of Waterloo Region!



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09/21/2021

Transferring employer pensions to LIRAs, LIFs and RRSPs
If you’re planning to retire soon it’s important to understand how to transfer your work pension. There are a lot of important rules you need to keep in mind. Seek out the help of a professional prior to beginning the transfer process.

Can you take it with you? After quitting his job, Andrew wants to know if he can transfer that employer’s pension to an RRSP.

09/14/2021

What to do with an inheritance
The “great wealth transfer” is expected to happen in 2026. This is when the first of the Canadian baby boomers will reach 80 years old. This will spark as much as $1 trillion dollars passing from boomers to their families. Some are calling it the biggest intergenerational wealth transfer in history.

If you’re anticipating a significant lump sum to come your way it’s important to have a plan in place. Get ready by reviewing your financial goals, having a tax strategy in place and making sure it’s protected. Don’t wait to receive professional guidance, contact me today.

Are you in line for a large inheritance? You might be. Are you prepared for it? Maybe not. Here are 5 ways to get ready.

09/01/2021

This is such a great initiative. Let’s talk estate planning! And tax savings!!

Can you really make a difference with your Will? In short, yes.

Even a small percentage of your estate left to Groves Hospital Foundation can have a big impact, while still leaving the majority for loved ones.

Learn about YOUR Will Power today: www.willpower.ca/charities/groves-hospital-foundation/

08/18/2021

“The days are long, but the years are short.” – Gretchen Rubin
Kids grow up so fast! It is almost as if you blink and they’re already off to college or university. What are the options to pay for tuition? We can help! Give us a call to set up an appointment to explore your education savings options!



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07/16/2021

10 tips for a happy retirement

05/09/2021

HAPPY MOTHER'S DAY!

04/28/2021

Retiring sooner than you expected? Find out how working with an advisor can help you make a smooth transition to retirement – whether you feel ready or not.