Kelly Smith Group
  • Home
  • Services
    • Business Owners
    • Incorporated Professionals
    • Individuals
  • About
    • Team
    • Partners
    • Process
    • Privacy & Terms
  • News
  • Contact
Select Page
What You Need to Know About RRIFs

What You Need to Know About RRIFs

by Financial Tech Tools | Nov 3, 2025 | 2025, Blog, Investment, pension plan, Retirees, retirement

What You Need to Know About RRIFs: Turning Your RRSP Into Retirement Income As retirement approaches, many Canadians start wondering: what happens to all the savings they’ve been building in their RRSP? The good news is, your RRSP doesn’t just stop working for you...
OAS Clawback 2025: What Retirees Need to Know About the Recovery Tax

OAS Clawback 2025: What Retirees Need to Know About the Recovery Tax

by Financial Tech Tools | Jul 3, 2025 | 2025, Blog, Investment, pension plan, Retirees, retirement

OAS Clawback 2025If you’ve worked hard to build your retirement income, the last thing you want is to see your government benefits clawed back. Yet for many Canadians, the Old Age Security (OAS) recovery tax—commonly called the OAS clawback—can quietly reduce this...
Tax Tips for Filing Your 2024 Income Tax Return

Tax Tips for Filing Your 2024 Income Tax Return

by Financial Tech Tools | Mar 31, 2025 | 2025, Blog, financial advice, incorporated professionals, individuals, Investment, pension plan, personal finances, Professionals, tax

The deadline for filing your 2024 income tax return is April 30, 2025. Stay informed about the latest tax changes and benefits available to maximize your savings and ensure compliance. This guide outlines the key updates and important deductions and credits separated...

Recent Posts

  • How To Use Insurance To Provide Your Family With Financial Protection
  • Understanding Target Loss Ratio and Your Group Benefits Plan
  • The Five Steps to Insurance Planning
  • How to Catch Up on Your RRSP Contributions
  • What Is Participating Whole Life Insurance?

Recent Comments

No comments to show.

Kelly Smith Group

Kelly Smith, CFP, CPA, CGA
Founder and Principal Advisor

(416) 402-1140
kelly.smith@kellysmithgroup.ca

Explore

Home
Business Owners
Incorporated Professionals
Individuals
Our Process

Company

Meet the Team
Partners
Market Insights
Contact

Follow Us

LinkedIn

Latest News 

How To Use Insurance To Provide Your Family With Financial Protection

How To Use Insurance To Provide Your Family With Financial Protection The best way to provide your family with financial protection is with solid insurance planning. These three types of insurance will ensure your family has the financial resources they need if you...

Understanding Target Loss Ratio and Your Group Benefits Plan

Group benefits can be intricate both in their establishment and administration. There are numerous details and considerations to be aware of when purchasing a group benefits plan, one of which is the target loss ratio (TLR).Key Questions Addressed:What is a target...

The Five Steps to Insurance Planning

Protect What Matters Most: 5 Steps to Insurance PlanningDisability, Critical Illness, and Life Insurance SolutionsLife is full of uncertainty. While we can’t predict the future, we can prepare for it. Whether you’re protecting your income, your health, or your...

« Older Entries

© 2026 Kelly Smith Group. All rights reserved.