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10 Jaw Dropping Money Stats of the Average Canadian

by Christopher Liew, CFA, CFP®
10 Jaw Dropping Money Stats of the Average Canadian

Many Canadians have a feeling they’re falling behind in recent years— they just don’t know how far. And the data confirms it. After running a financial planning firm and creating … Read more

Categories Uncategorized, Wealth

Retire NOW If You Answer “YES” to All 7 Questions

by Christopher Liew, CFA, CFP®
Retire NOW If You Answer "YES" to All 7 Questions

Most retirement advice focuses on money — how much you need, how to invest it, and whether you’ll run out. But here’s the thing: money alone doesn’t create a happy … Read more

Categories Uncategorized, Retirement Planning

How the CRA Knows You Left Canada

by Christopher Liew, CFA, CFP®
How the CRA Knows You Left Canada

How does the CRA know if you left Canada? I get this question all the time from people moving abroad—or thinking about it. They wonder how closely the CRA can … Read more

Categories Uncategorized

Becoming a Non-Resident of Canada: Avoid These CRA Tax Traps!

by Christopher Liew, CFA, CFP®
Becoming a Non-Resident of Canada: Avoid These CRA Tax Traps!

Becoming a non-resident of Canada can be incredibly confusing—even for financially savvy people. The CRA’s residency rules are vague, and that’s what makes them dangerous.If you get them wrong, you … Read more

Categories Uncategorized, Global Living

The Departure Tax Trap: Why Leaving Canada Could Cost You HUGE

by Christopher Liew, CFA, CFP®
The Departure Tax Trap: Why Leaving Canada Could Cost You HUGE

So you’re finally ready to leave Canada.Mentally, you’re already sipping Coronas on the beach, no snow, no stress, just freedom. But before you go, boom — the CRA hits you … Read more

Categories Uncategorized, Global Living

Retirement Expert Answers Your Toughest CPP Questions

by Christopher Liew, CFA, CFP®
Retirement Expert Answers Your Toughest CPP Questions

CPP is one of the most crucial sources of income for many Canadian retirees. But if you ask ten people about how CPP works you might get ten totally different … Read more

Categories Uncategorized, Retirement Planning

Ranking Canada’s Retirement Accounts From Worst to Best (TFSA, RPPs, LIRA, RRSPs)

by Christopher Liew, CFA, CFP®
Ranking Canada’s Retirement Accounts From Worst to Best (TFSA, RPPs, LIRA, RRSPs)

A lot of Canadians retire with accounts they don’t fully understand—and it can quietly cost them thousands. Not all accounts are created equal in retirement. In this blog post, I’ll … Read more

Categories Uncategorized

The Best Financial Strategies by Income in Canada: $50K, $100K, $150K+

by Christopher Liew, CFA, CFP®
The Best Financial Strategies by Income in Canada: $50K, $100K, $150K+

No matter how much money you’re currently earning, whether it’s $50,000 or $500,000, your income alone won’t determine your financial future — your strategy does. In this blog post , … Read more

Categories Uncategorized, Wealth

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  • About
  • Services
    • Financial Planning
    • Business Services
    • Investment Management
    • Canada Exit Planning
  • Learn
    • Blog
    • Contact
    • Youtube
    • Tools
  • Book Call