Insights for Better Financial Decisions
Clear Thinking on Investments, Retirement, Insurance and Financial Planning.
Delta Creek Insights explores practical financial planning questions for individuals, families, business owners and incorporated professionals. Our goal is to help make complex decisions easier to understand and connect them to the broader financial plan
Latest Insight
RRSP vs. Corporate Investing: What Should Incorporated Professionals Consider?
Incorporated professionals may have the choice of investing personally through an RRSP, retaining funds inside a corporation for investment, or using both. The right approach depends on tax circumstances, liquidity needs, time horizon and long-term goals.
Explore Insights by Topic
Browse articles on financial planning, investments, retirement and insurance — with practical ideas designed to help you make more connected financial decisions.
Financial Planning
Coordinating personal and corporate decisions around cash flow, tax considerations, investments, insurance and long-term goals.
Investments
Practical ideas on portfolio strategy, corporate investing, diversification, risk and building long-term wealth across multiple accounts.
Retirement
Planning the transition from accumulation to income using registered accounts, corporate assets and personal savings.
Insurance
Life, disability and critical illness planning designed to protect income, family, business interests and long-term financial goals.
Let’s Build Your Financial Plan
Whether you’re preparing for retirement, protecting your family, managing corporate wealth, or navigating life across borders, the next step begins with a conversation.
T. Patrick Pitz, CIM®
Founder & Principal Advisor
(833) 927-3158
invest@deltacreek.net
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Investment products and services are offered through Portfolio Strategies Corporation.