Resources
Help clients avoid TFSA overcontributions
As advisors, we can play an important role in helping clients keep track of their TFSA room, especially if they have only one TFSA and we are aware of all deposits and withdrawals. Ultimately, it’s the client’s responsibility to know...
Read More ›
What employers should know during the coronavirus pandemic
TORONTO -- As the number of confirmed cases of COVID-19 rises in Canada, many employers are grappling with questions concerning how they can protect their employees from the virus while keeping their businesses afloat. Prime Minister Justin...
Read More ›
CMHC expands insured mortgage purchase program to $150B
[caption id="attachment_335" align="alignnone" width="300"] 818524 - canadian money house on white background[/caption] By: The Canadian PressMarch 26, 202012:51 Canada Mortgage and Housing Corp. is expanding its insured mortgage purchase...
Read More ›
Why clients should rethink deliberate TFSA overcontributions
Overcontributions can result in more than a simple penalty tax From: Article referenced from Advisor.ca The TFSA is a flexible, general-purpose account designed to provide tax-free investment income, and it meets this objective in most...
Read More ›
Why you should plan for a longer retirement
It’s no secret you’ll likely live longer than you expect — perhaps spending up to 30 years in retirement from: advisor.ca by: Staff February 16, 2017 00:00 It’s no secret that you’ll likely to live longer than you expect —...
Read More ›
Canadians favour TFSAs over RRSPs
Educate clients so that they don’t fall into any traps from: advisor.ca The report found that 32% of Canadians do not know the difference between TFSAs and RRSPs. Millennials are the least likely to say they’ve invested in an...
Read More ›