Bruce and Bonnie are “middle-aged and still enjoying their professional careers in the non-profit sector,” Bonnie writes in an e-mail, but they’re looking ahead to what they hope will be a comfortable retirement. “Because we don’t have large defined benefit pension plans, and because we’ve been busy raising a child and paying off a mortgage, […]

Chris and Adele will be able to stretch their income to buy a $300,000 condo in Portugal, too. A couple we’ll call Adele, 57, and Chris, 63, live in Ontario with their two children, ages 19 and 22, both of whom are pursuing post-secondary degrees. Chris was forced to take early retirement due to the […]

Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans Clients who lived and worked in the United States may have accumulated retirement savings in U.S. plans. Or they may have inherited a U.S. plan on the death of a spouse or received a portion of a U.S. plan from a former spouse. […]