News and resources for Canada's top financial advisors
Est. 1998
Industry
The Income Tax Act includes a number of financial planning tools for disabled individuals
By David Truong |October 10, 2017
4 min read
Understand the DTC and how to use it
By David Truong |October 5, 2017
Tax News
These credits can help ease financial stress
By Doug Carroll |September 22, 2017
5 min read
How to help dependants, and other tips
3 min read
Find out what's new as of Sept. 1
By Sara Tatelman |August 30, 2017
StatsCan study reveals disabled Canadians account for a disproportionate percentage of low-income earners
By Staff |August 14, 2017
2 min read
Clients using the Ontario Disability Support Program can soon hold larger amounts in liquid assets without the program clawing back their benefits.
By Simon Doyle |April 27, 2017
Estate Planning
Estate planning techniques to consider
By Margaret O’Sullivan |January 27, 2017
Mackenzie Investments has made five products eligible for registered disability savings plans. Read: Tips for helping families with disability planning As of today, these funds are eligible for RDSP accounts: Read: Get maximum benefit out of an RDSP With these additions, Mackenzie now offers more than 40 funds for RDSP investments. Introduced in 2008, RDSPs […]
By Staff |January 18, 2017
1 min read
Estate planning is never is easy. But families with special needs require extra attention.
June 10, 2016
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.