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Home
About
Services
Retirement Planning
Investment Planning
Tax Planning
Estate Planning
Process
Fees
Learn
See if we are a fit

ARTICLES

Investment Management
Retirement Planning
Estate Planning
Tax Planning
All
Leveraging Spousal RRSPs for Advanced Income Splitting Before and After Age 65
Strategic Income Mapping: The Exact Order to Withdraw from RRSP, TFSA, and Non-Registered Accounts to Minimize Ontario Tax Portfolio?
CPP & OAS Optimization: Should You Delay Government Benefits to Age 70 If You Have a $500,000+ Portfolio?
The Effective Marginal Tax Rate- How Capital Gains and RRIF Withdrawals Accidentally Trigger the 2026 OAS Clawback
The RRSP Meltdown Strategy- How Ontario High-Earners Can Avoid the Age 71 Tax Trap
Managing the 2026 RRIF Minimums: Strategies to Protect Your $1M+ Portfolio from Forced Liquidations
Canada Pension Plan - A complete guide for Ontario Retirees
Best Robo-Advisors in Canada for Retirees (2026): A Complete Review

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🤙🏻     416-371-5501
💬     416-371-5501
📧     mark.li@dfsin.ca
Markham
Suite 101- 65 Allstate Pkwy, Markham, ON L3R 9X1
Toronto
25 York St, 14th floor, Toronto, ON M5J 2V5
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