April 10, 2019

Assumption Guidelines

Cascades relies on many of the assumptions highlighted in the FP Canada projection assumptions guideline when calculating a report. For example, we use the 2% inflation rate when determining our retirement income projections. Click the link below to read the […]
April 10, 2019

API Integration

API’s are becoming prevalent in the financial industry, as a method to seamlessly integrate applications. They cut back on the time required to answer questions clients may need answered, leading to a better customer relationship. Cascades retirement income planning software […]
August 22, 2017

Options to Convert Your RRSP

Are you close to turning 71 years of age, but still don’t know what would be the best conversion option for your RRSP? We’ll look at the options available to you. A quick recap on RRSP – Registered Retirement Savings […]
August 2, 2017

How to minimize OAS Clawback?

Let’s start with what OAS and OAS clawback are . OAS – Old Age Security OAS or Old Age Security is a taxable monthly payment from Canadian Government to Canadian seniors that are at the age of 65 or older. […]
July 5, 2017

What you need to know about Working in Retirement and Post Retirement Benefit

CPP Overview The Canada Pension Plan (CPP) ensures that in the case of retirement, disability, or death, a partial replacement of earning will be provided to CPP contributors and their families. CPP contributions are made by most of Canadians who […]