The Bucket List Program

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Take Income from your LIRA

A Locked-In-Retirement Account is created when proceeds from an employer sponsored pension plan is transferred to an individual RRSP. This type of transfer occurs when an employee’s participation in the pension plan terminates (usually at the end of employment). Under the current pension legislation there are specific restrictions which guide the access to this money. […]

Buy or Lease Your Next Car?

Buying a new car may be your second largest purchase after your house. It is common for buyers to borrow money to buy a car as very few are able to pay cash. In fact, most car manufacturers own financing companies so you don’t have to deal with a retail bank. Don’t be fooled by […]

Reduce Tax and Increase Cash Flow

Do you ever wish you had more disposable income? Negative cash flow occurs when your living expenses exceed your overall income. The opposite is called positive cash flow, when you have a surplus of cash after paying all the bills. Developing strategies to help you keep more of what you earn will provide more cash to help you achieve your Bucket List dreams. […]

Tax Savings From Investment Loans

For those investors who have maximized their RRSP contributions and are still looking for other tax deductions, consider borrowing money to invest. There are certain guidelines to follow to make sure that the interest cost can be deductible. The Canada Revenue Agency makes it clear that the investor must have an expectation of profits from […]

Transfer Wealth Using 30¢ on the Dollar

You may have considered leaving a financial inheritance to your children, or to a charity, in your Will. If you have made a provision to leave your legacy to a charity, consider giving while you are living in order to maximize the tax credits, just be aware that you may lose those tax credits after death. Many Canadians are interested in leaving […]

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Testimonials

Meeting Richard and Anne has turned our financial lives around 180 degrees.  Before the Bucket List program we were always talking about new financial strategies but we did not know how to make them happen.  Richard not only made these things happen, he also had numerous other ideas that have had a tremendous impact on our lives. Retirement is something that is off in the future, or that is what we were thinking.  All of a sudden, retirement is a very important topic and people both young …
Lorienda & Tim GarrityCornwall, PE
Five years ago, Richard Harvey and Associates were instrumental in supporting my mother as she navigated her personal finances after my father died. Richard and Anne’s professionalism (and patience!) was ever present and we acknowledge their commitment and dedication to secure our mothers’ financial future.
Norm & Ellen DuinkerHalifax, NS
Before meeting Richard Harvey and his amazing team I spent a lot of sleepless nights worrying about money. Now, five years later, all I can say is I wish I had met him sooner. My husband and I both had good jobs but just couldn’t seem to get ahead. I knew that there were people out there who not only worked for their money but better yet had their money working for them and that is what I wanted. Richard has helped us start living our dreams. Living out our bucket list became a reality. In the…
Lesley & CraigMississauga, ON
For years we thought more about saving money rather than doing anything with the money we were saving.  At that rate we would eventually get too old to enjoy it. We remember our first meeting with Richard. It seemed like we were going to the doctor with a list of symptoms and no idea what the problem was. Richard examined our portfolio, sorted it all out and provided the prescription for success. Now we are more comfortable with our investments knowing that they are being well managed. We ar…
Mel & Rita AucoinGuelph, ON
I love working with Richard and Anne for their professionalism, knowledge, and most importantly, their genuine care and interest of my (and my family’s) well-being.  They have given me confidence in taking steps to ensure my financial picture is strong and secure.  Thank you!
Kelley Carpenter Stratford, PE
As my husband and I edged closer to retirement, we employed Richard’s expertise to maximize our fiscal options. Financial planning strategies via The Bucket List Program and leverage options were instrumental in affording a sense of security. We are grateful to the “Harvey Team” who have provided enlightening, timely and astute guidance. Three generations of our family have flourished under the Harvey and Associates management team. We heartily endorse their successful approach to financ…
Norm & Ellen DuinkerHalifax, NS
I have been a client of Richard Harvey’s since 1999. Richard and his staff provide great service and great advice with great results. I would encourage anyone to obtain financial assistance from this firm and reap the rewards. It is a pleasure to be associated with this professional financial planning group.
Dr. Ed PineauAnglo Rustico, PE
Upon introduction to Richard and Anne Harvey, I was struck by how forthright and honest they were in helping me try to understand the meaning of how to invest wisely. Their integrity and knowledge acquired after many years in the business reassured me and gave me much peace of mind. I sincerely thank them.
M. I. TrainorCharlottetown, PE
Implementing our own Bucket List Plan has been such a rewarding experience. The restructuring of our finances has enabled us to realize more prudent spending patterns with great results. Having a competent manager and diligent monitor gives us peace of mind and confidence in our financial plans. We appreciate the thoroughness, patience, and professional expertise put into the planning process. The staff is very helpful and friendly.
Eric & Judith GallantSouris, PE
We had been with Richard P. Harvey and Associates Ltd. for quite some time in PEI before moving to Ontario five years ago. Richard provides honest, professional and prudent financial advice to us and we are very happy with his services. The Bucket List has been beneficial to us in our plans to live a better and more relaxed life. We have been able to track and document our day to day expenses, curtail some unnecessary expenses and build better plans for the future.
Sunday & Nadia OvemuraiSaskatoon, SK

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