Channel Title: Trans Canada Wealth Management Channel Description: Retirement planning insights for Canadians 🍁 Hello, I'm Marc👋. I am a CFP® and co-founder of Trans Canada Wealth. Each week, I release videos centered around retirement planning, specifically on how to withdraw your retirement funds as tax-efficiently as possible. Topics include strategies like the RRSP Meltdown and other tax-saving approaches. My advisory firm, Trans Canada Wealth Management, works with people who are looking for retirement planning and investment management. We believe that these two go hand in hand. -------------------- Trans Canada Wealth Management is a trade name Harbourfront Wealth Management Inc, a CIRO-regulated firm and CIPF member. All content is not to be received as advice, and each individual should consult with their financial planner, tax preparer, estate attorney, etc., before making any financial decisions <video> You Need Less Than You Think to Retire Description: When it comes to retirement, most people picture an enormous number in their minds. In many cases, you need far less than you think to retire comfortably. And for some, that realization comes with a bittersweet twist—they could have retired years ago. If you’ve been delaying retirement because you’re not sure if you’re financially ready, it’s time to get clarity. Start by answering these questions: 1. What are your actual expenses? 2. What income sources will you have? 3. Are your investments structured for sustainable withdrawals? - to learn more about structuring your withdrawals: https://youtu.be/_mF_S5-dNQI 4. What’s your long-term plan for taxes? -Marc Sabourin, CFP®, CIM® ----------------------- POPULAR RETIREMENT WITHDRAWAL VIDEOS https://youtu.be/nwhn07oGq14 https://youtu.be/1RZyZlD09dQ https://youtu.be/QpITwdNQui8 https://youtu.be/hZniNa0reho ----------------------- Contact Information Office Phone Number ► 204-256-5555 Email ► msabourin@harbourfrontwealth.com If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track.  ----------------------- Disclaimer The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing. Typeform is an online form-building service that allows users to develop a quiz or questionnaire. Our advisors use this as one of many tools to gather information and build your financial plan. However, it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Trans Canada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Typeform but do pay a small subscription fee for use of the digital form service. Information is provided to Typeform & our advisors at the client's discretion. </video> <video> Avoid This Costly Retirement Withdrawal Strategy Description: For All Your Retirement Needs ► https://transcanadawealthmanagement.com/ ----------------------- Today, we’re exposing a widely trusted retirement strategy – The 4% rule, that could unknowingly put your retirement at risk. Here are three options that can be implemented to improve this retirement plan -Marc Sabourin, CFP®, CIM® ----------------------- POPULAR RETIREMENT WITHDRAWAL VIDEOS https://youtu.be/nwhn07oGq14 https://youtu.be/1RZyZlD09dQ https://youtu.be/QpITwdNQui8 https://youtu.be/hZniNa0reho ----------------------- Contact Information Office Phone Number ► 204-256-5555 Email ► msabourin@harbourfrontwealth.com If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track.  ----------------------- Disclaimer The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing. Typeform is an online form-building service that allows users to develop a quiz or questionnaire. Our advisors use this as one of many tools to gather information and build your financial plan. However, it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Trans Canada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Typeform but do pay a small subscription fee for use of the digital form service. Information is provided to Typeform & our advisors at the client's discretion. #retireconfidently #retirement #retirementplanning </video> <video> Investment Performance vs Tax Planning | Which is more important? Description: When it comes to your retirement, what do you think will have a more significant impact on your bottom line, having a tax-efficient retirement plan or your portfolio’s performance? Let’s go through an example. -Marc Sabourin, CFP®, CIM® ----------------------- Website ► https://transcanadawealthmanagement.com/ ----------------------- POPULAR RETIREMENT WITHDRAWAL VIDEOS https://youtu.be/nwhn07oGq14 https://youtu.be/1RZyZlD09dQ https://youtu.be/QpITwdNQui8 https://youtu.be/hZniNa0reho ----------------------- Contact Information Office Phone Number ► 204-256-5555 Email ► msabourin@harbourfrontwealth.com Book a meeting ► https://calendly.com/msabourin If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track.  ----------------------- Disclaimer The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing. Typeform is an online form-building service that allows users to develop a quiz or questionnaire. Our advisors use this as one of many tools to gather information and build your financial plan. However, it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Trans Canada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Typeform but do pay a small subscription fee for use of the digital form service. Information is provided to Typeform & our advisors at the client's discretion. #taxplanning #retirementplanning #canada </video> <video> RRSP Meltdown vs. RRIF Minimum: What's the Best Retirement Withdrawal Strategy? Description: What’s the best retirement withdrawal strategy? Melting down your RRPS or only withdrawing the minimum amount out of your RRIF. Let’s review the pros and cons of each strategy because choosing the wrong option for your situation can result in paying hundreds of thousands more in taxes. -Marc Sabourin, CFP®, CIM® ----------------------- Website ► https://transcanadawealthmanagement.com/ ----------------------- POPULAR RETIREMENT WITHDRAWAL VIDEOS https://youtu.be/nwhn07oGq14 https://youtu.be/1RZyZlD09dQ https://youtu.be/QpITwdNQui8 https://youtu.be/hZniNa0reho ----------------------- Contact Information Office Phone Number ► 204-256-5555 Email ► msabourin@harbourfrontwealth.com If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track.  ----------------------- Disclaimer The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing. Typeform is an online form-building service that allows users to develop a quiz or questionnaire. Our advisors use this as one of many tools to gather information and build your financial plan. However, it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Trans Canada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Typeform but do pay a small subscription fee for use of the digital form service. Information is provided to Typeform & our advisors at the client's discretion. #rrspmeltdown #rrif #retirementplanning </video> <video> Understanding Taxes on Your Retirement Income: RRSP, RRIF, TFSA, and More! Description: Tax Tips Calculator: https://www.taxtips.ca/calculators/canadian-tax/canadian-tax-calculator.htm Retirement can bring a new perspective on how much tax you'll be paying on your income. Different types of retirement income are taxed in different ways, and understanding these distinctions is key to effective financial planning. In this video, we break down how each source of income—from RRSPs and RRIFs to TFSAs, dividends, and capital gains—will impact your tax situation, helping you make smarter decisions for a more secure retirement. -Marc Sabourin, CFP®, CIM® ----------------------- Website ► https://transcanadawealthmanagement.com/ ----------------------- POPULAR RETIREMENT WITHDRAWAL VIDEOS https://youtu.be/nwhn07oGq14 https://youtu.be/1RZyZlD09dQ https://youtu.be/QpITwdNQui8 https://youtu.be/hZniNa0reho ----------------------- Contact Information Office Phone Number ► 204-256-5555 Email ► msabourin@harbourfrontwealth.com Book a meeting ► https://calendly.com/msabourin If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track.  ----------------------- Disclaimer The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing. Typeform is an online form-building service that allows users to develop a quiz or questionnaire. Our advisors use this as one of many tools to gather information and build your financial plan. However, it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Trans Canada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Typeform but do pay a small subscription fee for use of the digital form service. Information is provided to Typeform & our advisors at the client's discretion. #bucketingstrategy #retirementplanning #canada </video> <video> Do This Before You Retire Description: Retirement is often seen as the finish line, but how you approach this milestone can make all the difference between a retirement full of zest or one that is spent wondering now what? Before you retire, you must ask yourself whether you are retiring to or from something. -Marc Sabourin, CFP®, CIM® ----------------------- Website ► https://transcanadawealthmanagement.com/ ----------------------- POPULAR RETIREMENT WITHDRAWAL VIDEOS https://youtu.be/nwhn07oGq14 https://youtu.be/1RZyZlD09dQ https://youtu.be/QpITwdNQui8 https://youtu.be/hZniNa0reho ----------------------- Contact Information Office Phone Number ► 204-256-5555 Email ► msabourin@harbourfrontwealth.com If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track.  ----------------------- Disclaimer The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing. Typeform is an online form-building service that allows users to develop a quiz or questionnaire. Our advisors use this as one of many tools to gather information and build your financial plan. However, it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Trans Canada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Typeform but do pay a small subscription fee for use of the digital form service. Information is provided to Typeform & our advisors at the client's discretion. #taxplanning #retirementplanning #canada </video> <video> What If I Retire the Day Before the Market Crashes? Description: What if the moment you’ve worked your whole life for—retirement—happens just as the stock market collapses? Would your plan survive? This fear is all too common and can paralyze many would-be retirees, forcing them to delay retirement and keep working “just in case.” But retiring into a market crash doesn’t have to be disastrous. With the right planning, you can confidently step into retirement, even during turbulent times. -Marc Sabourin, CFP®, CIM® ----------------------- POPULAR RETIREMENT WITHDRAWAL VIDEOS https://youtu.be/nwhn07oGq14 https://youtu.be/1RZyZlD09dQ https://youtu.be/QpITwdNQui8 https://youtu.be/hZniNa0reho ----------------------- Contact Information Office Phone Number ► 204-256-5555 Email ► msabourin@harbourfrontwealth.com If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track.  ----------------------- Disclaimer The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing. Typeform is an online form-building service that allows users to develop a quiz or questionnaire. Our advisors use this as one of many tools to gather information and build your financial plan. However, it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Trans Canada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Typeform but do pay a small subscription fee for use of the digital form service. Information is provided to Typeform & our advisors at the client's discretion. </video> <video> Living off Dividends in Retirement – Not so fast (Canada) Description: For All Your Retirement Needs ► https://transcanadawealthmanagement.com/ ----------------------- Living off your portfolio’s dividends in retirement seems like a pretty straightforward strategy, you never have to sell your investment, and therefore, you can never run out of money. But it’s not quite that simple. Before diving in, let me say I know this video will ruffle some feathers because dividends are loved by many retirees and a lot of financial advisors, for that matter. Before you go and hit the dislike button, I’m going to challenge you right now to watch this whole video. If you still disagree by the end, then by all means, let me know why in the comments. So, let me start by stating there is nothing wrong with dividends. My issue is that they are misunderstood by many investors. Here are four common misunderstandings. -Marc Sabourin, CFP®, CIM® ----------------------- POPULAR RETIREMENT WITHDRAWAL VIDEOS https://youtu.be/nwhn07oGq14 https://youtu.be/1RZyZlD09dQ https://youtu.be/QpITwdNQui8 https://youtu.be/hZniNa0reho ----------------------- Contact Information Office Phone Number ► 204-256-5555 Email ► msabourin@harbourfrontwealth.com If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track.  ----------------------- Disclaimer The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing. Typeform is an online form-building service that allows users to develop a quiz or questionnaire. Our advisors use this as one of many tools to gather information and build your financial plan. However, it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Trans Canada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Typeform but do pay a small subscription fee for use of the digital form service. Information is provided to Typeform & our advisors at the client's discretion. #retireconfidently #retirement #retirementplanning </video> <video> Is the CPP a Waste of Money? Description: For All Your Retirement Needs ► https://transcanadawealthmanagement.com/ ----------------------- A lot of people are upset with the CPP because you pay into it your whole working life, and if you die at an early age, you really don’t benefit at all from the pension. What if you would have been able to save that money yourself rather than having it go into CPP. Something like your very own defined contribution plan where you and your employer are still mandated to make contributions. What would be the difference between the two plans today if you could go back in time? -Marc Sabourin, CFP®, CIM® ----------------------- POPULAR RETIREMENT WITHDRAWAL VIDEOS https://youtu.be/nwhn07oGq14 https://youtu.be/1RZyZlD09dQ https://youtu.be/QpITwdNQui8 https://youtu.be/hZniNa0reho ----------------------- Contact Information Office Phone Number ► 204-256-5555 Email ► msabourin@harbourfrontwealth.com If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track.  ----------------------- Disclaimer The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing. Typeform is an online form-building service that allows users to develop a quiz or questionnaire. Our advisors use this as one of many tools to gather information and build your financial plan. However, it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Trans Canada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Typeform but do pay a small subscription fee for use of the digital form service. Information is provided to Typeform & our advisors at the client's discretion. #retireconfidently #retirement #retirementplanning </video> <video> Find Your RRSP Meltdown Sweet Spot Description: For All Your Retirement Needs ► https://transcanadawealthmanagement.com/ ----------------------- What is the RRSP meltdown sweet spot, and how do you find it? Because if you don’t, then a poor withdrawal strategy will cost you thousands. Today, we’re diving into the concept of an RRSP meltdown—a strategy that can help reduce the taxes your estate will owe down the road. The timing of your RRSP withdrawals plays a huge role here: if you’re too slow or avoid withdrawals, you’ll face a hefty tax bill at the end of life. If you’re too fast, you might pay more taxes today than necessary. Time to find the sweet spot! -Marc Sabourin, CFP®, CIM® ----------------------- POPULAR RETIREMENT WITHDRAWAL VIDEOS https://youtu.be/nwhn07oGq14 https://youtu.be/1RZyZlD09dQ https://youtu.be/QpITwdNQui8 https://youtu.be/hZniNa0reho ----------------------- Contact Information Office Phone Number ► 204-256-5555 Email ► msabourin@harbourfrontwealth.com If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track.  ----------------------- Disclaimer The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing. Typeform is an online form-building service that allows users to develop a quiz or questionnaire. Our advisors use this as one of many tools to gather information and build your financial plan. However, it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Trans Canada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Typeform but do pay a small subscription fee for use of the digital form service. Information is provided to Typeform & our advisors at the client's discretion. #retireconfidently #retirement #retirementplanning </video> <video> Don’t Let These Pilots Crash Land Your Retirement Description: For All Your Retirement Needs ► https://transcanadawealthmanagement.com/ ----------------------- Picture yourself in the cockpit of a high-speed fighter jet. The dashboard is a sea of switches, dials, and levers—each one crucial to your success. You have the power to control your speed, adjust your altitude, and plot your course, but only if you know which controls to use at the right time. In the world of retirement, managing your wealth is no different. Your financial life is that fighter jet. Those switches and knobs? They represent the tools and strategies at your disposal—melting down your RRPS, splitting income, optimizing your portfolio, timing your CPP & OAS decision, gifting, and so on. Each has a specific purpose, and knowing when to activate them is the key to staying on course. So, what are your options? -Marc Sabourin, CFP®, CIM® ----------------------- POPULAR RETIREMENT WITHDRAWAL VIDEOS https://youtu.be/nwhn07oGq14 https://youtu.be/1RZyZlD09dQ https://youtu.be/QpITwdNQui8 https://youtu.be/hZniNa0reho ----------------------- Contact Information Office Phone Number ► 204-256-5555 Email ► msabourin@harbourfrontwealth.com If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track.  ----------------------- Disclaimer The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing. Typeform is an online form-building service that allows users to develop a quiz or questionnaire. Our advisors use this as one of many tools to gather information and build your financial plan. However, it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Trans Canada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Typeform but do pay a small subscription fee for use of the digital form service. Information is provided to Typeform & our advisors at the client's discretion. #rrspmeltdown #rrif #retirementplanning </video> <video> Great Returns? Time to Rethink Your RRSP Meltdown! Description: 🚨Get Access To Our Retirement Withdrawal Guide ► https://transcanadawealthmanagement.com/lp-retirement-withdrawal-guide ----------------------- 2024 has been a stellar year for markets—but are those gains quietly creating a tax time bomb in your RRSP? Today, we’ll show you how to adjust your RRSP meltdown strategy to keep taxes low and your retirement on track after a strong market year. -Marc Sabourin, CFP®, CIM® ----------------------- POPULAR RETIREMENT WITHDRAWAL VIDEOS https://youtu.be/nwhn07oGq14 https://youtu.be/1RZyZlD09dQ https://youtu.be/QpITwdNQui8 https://youtu.be/hZniNa0reho ----------------------- Contact Information Office Phone Number ► 204-256-5555 Email ► msabourin@harbourfrontwealth.com If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track.  ----------------------- Disclaimer The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing. Typeform is an online form-building service that allows users to develop a quiz or questionnaire. Our advisors use this as one of many tools to gather information and build your financial plan. However, it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Trans Canada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Typeform but do pay a small subscription fee for use of the digital form service. Information is provided to Typeform & our advisors at the client's discretion. </video> <video> I Have $3M and I’m Worried About Retirement Description: Curtis and Rachel had built an impressive $3 million portfolio as they approached retirement, yet they felt uneasy. Their concerns weren’t about running out of money; they worried that their financial life wasn’t organized or optimized. In working with Curtis and Rachel, we identified several areas that needed attention. 1. Outdated Wills & Estate Plan 2. No Power of Attorney 3. Improper Beneficiaries 4. Disorganized Financial Records Once these foundational issues were addressed, we focused on maximizing their retirement savings. -Marc Sabourin, CFP®, CIM® ----------------------- POPULAR RETIREMENT WITHDRAWAL VIDEOS https://youtu.be/nwhn07oGq14 https://youtu.be/1RZyZlD09dQ https://youtu.be/QpITwdNQui8 https://youtu.be/hZniNa0reho ----------------------- Contact Information Office Phone Number ► 204-256-5555 Email ► msabourin@harbourfrontwealth.com If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track.  ----------------------- Disclaimer The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing. Typeform is an online form-building service that allows users to develop a quiz or questionnaire. Our advisors use this as one of many tools to gather information and build your financial plan. However, it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Trans Canada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Typeform but do pay a small subscription fee for use of the digital form service. Information is provided to Typeform & our advisors at the client's discretion. </video> <video> Plan Ahead and Reduce Your Taxes (before the end of 2024!) Description: Each year, you have the opportunity to plan ahead and reduce your taxes, both now and in the future. Missing these opportunities could cost you thousands over time. Now, the problem is, as we’ve discussed before, many Canadians don’t have a well-thought-out plan for tax-efficiently drawing down their assets in retirement. Without this, they can find themselves facing unexpectedly large tax bills. -Marc Sabourin, CFP®, CIM® ----------------------- Website ► https://transcanadawealthmanagement.com/ ----------------------- POPULAR RETIREMENT WITHDRAWAL VIDEOS https://youtu.be/nwhn07oGq14 https://youtu.be/1RZyZlD09dQ https://youtu.be/QpITwdNQui8 https://youtu.be/hZniNa0reho ----------------------- Contact Information Office Phone Number ► 204-256-5555 Email ► msabourin@harbourfrontwealth.com If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track.  ----------------------- Disclaimer The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing. Typeform is an online form-building service that allows users to develop a quiz or questionnaire. Our advisors use this as one of many tools to gather information and build your financial plan. However, it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Trans Canada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Typeform but do pay a small subscription fee for use of the digital form service. Information is provided to Typeform & our advisors at the client's discretion. #taxplanning #retirementplanning #canada </video> <video> Breaking Down A Subscriber's Retirement Plan....It wasn't pretty Description: For All Your Retirement Needs ► https://transcanadawealthmanagement.com/ ----------------------- In this week’s video, we break down a retirement plan submitted by one of our YouTube subscribers. Let me tell you, it wasn’t pretty. There were several missed opportunities that we were able to identify and correct, turning the plan into something far more secure and effective. -Marc Sabourin, CFP®, CIM® ----------------------- POPULAR RETIREMENT WITHDRAWAL VIDEOS https://youtu.be/nwhn07oGq14 https://youtu.be/1RZyZlD09dQ https://youtu.be/QpITwdNQui8 https://youtu.be/hZniNa0reho ----------------------- Contact Information Office Phone Number ► 204-256-5555 Email ► msabourin@harbourfrontwealth.com If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track.  ----------------------- Disclaimer The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing. Typeform is an online form-building service that allows users to develop a quiz or questionnaire. Our advisors use this as one of many tools to gather information and build your financial plan. However, it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Trans Canada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Typeform but do pay a small subscription fee for use of the digital form service. Information is provided to Typeform & our advisors at the client's discretion. #retireconfidently #retirement #retirementplanning </video>

Contacts and Links

Description

Retirement planning insights for Canadians 🍁

Hello, I'm Marc👋. I am a CFP® and co-founder of Trans Canada Wealth.

Each week, I release videos centered around retirement planning, specifically on how to withdraw your retirement funds as tax-efficiently as possible. Topics include strategies like the RRSP Meltdown and other tax-saving approaches.

My advisory firm, Trans Canada Wealth Management, works with people who are looking for retirement planning and investment management. We believe that these two go hand in hand.
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Trans Canada Wealth Management is a trade name Harbourfront Wealth Management Inc, a CIRO-regulated firm and CIPF member. All content is not to be received as advice, and each individual should consult with their financial planner, tax preparer, estate attorney, etc., before making any financial decisions

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