Resources

March 21, 2019

CascadesFS Fact Find

The CascadesFS fact find, summarizes the questions from our software in printable PDF format. Click the Link below to access this resource. CascadesFS Fact Find
March 20, 2019

Ian Moyer – Advocis Recognition

March 14, 2019

Patent Pending Notification

Cascades Financial Solutions Inc. patent pending with CIPO Thursday, March 14, 2019     Today, CascadesFS announced it has completed the filing of a provisional patent application with the Canadian Intellectual Property Office. This has been done to help ensure […]
August 22, 2017
options to convert RRSP: Transfer to a RRIF, Cashing out RRSP, Purchasing annuities

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
OAS Clawback and How to Minimize OAS clawback - Cascades

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 […]