Sean Wilson, financial advisor Feb 21st

Not sure how to make a retirement plan? Read on…

Latest News

Stock news for investors: Laurentian bank and BRP + MORE Jun 6th

Here’s a round-up of news for Canadian investors this week. Laurentian bank BRP Inc Featured RRSP Accounts featured EQ Bank Build your retirement savings with 2.00% interest, tax.... More »

Should we draw down my spouse’s RRIF faster? May 30th

Ask MoneySense My wife is currently drawing $24,000 per year from her RRIF, which has a balance of $510,000. She is also receiving OAS, CPP and a work pension of $22,000. She is 67. My question is if it would be prudent to start making larger withdrawals to try and reduce the tax that the estate .... More »

How to make sure you have enough money to fund your RRIF withdrawals + MORE Apr 18th

After decades of using registered retirement savings plans (RRSPs) to reduce taxable income, it can come as a shock to discover the shoe will one day be on the other foot. At the end of the year you turn 71, you have to either cash out your RRSP (not recommended), annuitize it or convert it into a R.... More »

Why “unretirement” may be the fate of so many Canadians Mar 14th

The idea of “unretirement” seems to be making a comeback as more Canadians find themselves under economic stress. Even before the tariff threats emerged under Trump 2.0, seniors and near-retirees were finding the economic uncertainty and rising cost of living becoming uncomfortable. No surprise .... More »

Sean Wilson, financial advisor

– moneysense.ca

Meet Sean Wilson

Sean Wilson is a Certified Financial Planner and founder of Moraine Wealth Advisory, a boutique financial planning firm specializing in helping Canadian physicians and business owners achieve their financial and life goals. With many years of experience in financial services, he is dedicated to guiding clients through the complexities of wealth management, tax planning, retirement strategies, and managing accumulated wealth in corporations. He is a registered associate portfolio manager in Alberta, British Columbia and Quebec.

Wilson’s unique expertise lies in understanding the specific challenges faced by medical professionals and business owners. His comprehensive approach focuses on reducing debt, growing wealth, minimizing taxes and designing financial plans that are fully aligned with his client’s personal and professional aspirations.

Passionate about building lasting relationships, he believes financial planning should go beyond numbers…

Continue Reading On moneysense.ca »

Why not follow our RSS feed to keep in sync with the latest Canadian Retirement news?

Share