Rallo-Ortona team - IG Wealth Management

11/03/2020

Interesting perspective...must read article

The next few days is likely to bring some interesting times for the markets

06/16/2020

https://www.wealthprofessional.ca/business-news/world-economies-canada-moves-up-rankings/330565?utm_source=GA&utm_medium=20200616&utm_campaign=Breaking-20200616&utm_content=34819D34-7ED8-4492-96DB-FA1E1268EAB4&tu=34819D34-7ED8-4492-96DB-FA1E1268EAB4

04/30/2020

https://www.moneysense.ca/columns/retired-money/reconsidering-when-to-take-cpp-benefits-amid-covid-19-risk/

Most or even all of your Canada Pension Plan benefits may be lost to your partner, should you die prematurely. Does your retirement strategy provide enough for your survivors? Here are some options to think about.

04/23/2020

This reduction can help in the recovery of investors portfolios

Jamie Golombek: Ottawa has lowered the minimum amount that must be withdrawn from a Registered Retirement Income Fund in 2020 by 25%

04/21/2020

Some insight from one of our asset managers … Samantha Azzarello

We are here to help you navigate uncertain times and stay focused on long-term goals. As one of IG's asset managers, Samantha Azzarello, Executive Director &...

04/20/2020

On January 23rd, great evening with great clients and great friends ...pre- social distancing ....
Hopefully, we can be back to normal soon and have more evenings like this !

04/20/2020

Why leave your money in the hands of the government? Find out if it’s best to take your QPP or CPP now rather than later.

Most or even all of your Canada Pension Plan benefits may be lost to your partner, should you die prematurely. Does your retirement strategy provide enough for your survivors? Here are some options to think about.

04/20/2020

Long term bonds are not the place to preserve pension income. Many better vehicles out there.

Ted Rechtshaffen: For those who can take advantage, commuting the value of a pension could meaningfully improve retirement finances for years to come

04/20/2020

Are you maximizing the income splitting opportunities available to you. Find out. We can look into this for you.

Here is a quick primer on claims to take advantage of, the filing deadlines for employees and self-employed taxpayers, what to watch out for, and more.

04/17/2020

https://business.financialpost.com/personal-finance/retirement/the-coronavirus-has-created-a-tremendous-financial-opportunity-for-workers-with-a-pension

Ted Rechtshaffen: For those who can take advantage, commuting the value of a pension could meaningfully improve retirement finances for years to come