News and resources for Canada's top financial advisors
Industry
RRSPs benefit your clients, but they can also come with financial pitfalls.
By Staff |February 22, 2013
1 min read
Most people start saving for retirement in their 30s, but there are myths holding them back from RRSP contribution.
By Staff |February 20, 2013
2 min read
The majority of Canadians (60%) who will contribute to their RRSP this year will do so in the next two weeks, says TD, and many will leave it right down to the wire for the March 1 deadline. “Making regular contributions throughout the year, every year, is the most effective way to grow your retirement […]
By Staff |February 19, 2013
Update clients on the following credits, which could reduce the amount they owe at tax time, says CRA.
3 min read
Tax News
If you work with dual citizens of Canada and the United States, it’s important to be aware of the unique financial, tax and estate planning issues these clients face. Given the recent tax changes in the United States, these clients and their advisors will need to be ahead of the curve.
By Terry F. Ritchie |February 19, 2013
7 min read
Planning and Advice
What advisors need to know about pension adjustments.
By Dean DiSpalatro |February 19, 2013
11 min read
There can be tax advantages to donating money to a charity at death, but don’t let your clients waste those advantages.
By Barry Corbin |February 13, 2013
Appeal court reverses trial decision
By Doug Carroll |February 12, 2013
CRA is cracking down on late filers and penalties are stiff
By Jamie Golombek |February 12, 2013
U.S. citizens in Canada have more to worry about
By Kevyn Nightingale |February 12, 2013
4 min read
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