Money matters

If you’re thinking about how to fund your retirement, you’re in the right place. We tap into expert advice to help you with retirement finances and more.

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A woman working on her retirement plan. She’s using a calculator and has a laptop open in front of her
When to start your CPP
How-to-choose-a-financial-planner
How to choose a financial advisor
How to make tax time more manageable in retirement
How to make tax time more manageable in retirement
Couple qui travaille sur son plan de retraite à la table à manger
3 Canadian retirement planning spreadsheets you need
Close up of an older man in a plaid sure plugging in his red electric car outside his home
Electric cars: 4 reasons to consider making the change
Older men embracing while spending time together
Retirement income: sustaining your finances in retirement

Download the ultimate retirement planning resource bundle for Canadian education workers

We’ve packaged up our best retirement planning resources to
help you get retirement ready with confidence.

  • Retirement planning checklist
  • Template retirement letter
  • Your life by design ebook
  • Procrastinator’s guide to retirement
  • Esprit – our membership and insurance guide
  • Insurance comparison checklist
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Latest money matters news, videos and resources

News and updates Money matters
A woman working on her retirement plan. She’s using a calculator and has a laptop open in front of her
How to decide when to start your CPP

When is the best time to start receiving your Canadian Pension Plan (CPP)? That’s a question we often receive during our free retirement planning workshops. […]

Foundation blog Foundation news
Close up of a woman making a heart shape in front of her chest with her hands.
Three powerful ways to support your favourite charity

This article first appeared in the spring 2021 issue of Renaissance Magazine Planned giving, monthly giving and tribute donations are significant ways you can contribute […]

News and updates Enjoy retirement
How to choose a financial planner
How to choose a financial planner

When it comes to planning for retirement in Canada, making sure you’re financially ready is a significant priority. We cover the basics of retirement finances […]

Insurance Healthy living
close up of hands filling a prescription
Do I need health insurance for prescriptions when I retire?

If you’re shopping around for insurance options for retirement, one of the items you may have looked into is coverage for prescription drugs. Here are […]

Retirement planning Enjoy retirement
Two muskoka chairs on the end of a dock at a sunny lake in Canada.
Plan for retirement in Canada: What you need to know

Retirement is a significant milestone and can feel like a huge transition after decades of going to work every day. All the steps involved with […]

Insurance Healthy living
Older couple looking at a laptop comparing insurance options
Insurance plans for retirement: What to compare (+ printable checklist!)

Choosing your insurance plan for retirement is one of the most important decisions you’ll make as you prepare for retirement. When you retire from the […]

Insurance Healthy living
 
What does the Ontario Drug Benefit program cover when you turn 65? Jim Grieve shares the scoop

RTOERO Executive Director Jim Grieve explains what’s covered (and what’s not covered) by the Ontario Drug Benefit (ODB) program when you turn 65. Hint: it’s […]

Money matters News and updates
older man sits at a computer researching affordability of retirement.
Can you afford to retire? How to get your finances retirement-ready

It’s never too late to make smart financial decisions for retirement. That’s true even – sometimes especially – in the last five years before leaving […]