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Sometimes, the small talk you have with clients at the beginning of a meeting can lead to deeper discoveries about their planning needs. Here’s an example. In the first 10 minutes of a meeting, your client says: “I came from lunch with my niece to celebrate her getting into university. Now she just has to […]

  • By: Staff
  • March 10, 2017 August 21, 2018
  • 11:48

Beneficiaries could be hit with unexpected income inclusions

Canadians are still struggling to strike a balance between paying for the good ol' hockey game and other activities, versus other priorities such as education savings.

  • By: Staff
  • November 23, 2016 August 21, 2018
  • 10:31

As the World Cup of Hockey gets underway, clients may start dreaming about their children making it to the big leagues.

  • By: Staff
  • September 16, 2016 August 21, 2018
  • 12:50

What are the U.S. income tax implications if a Canadian-resident parent or grandparent is considered a U.S. person and sets money aside in an RESP?

iA Financial Group has launched an RESP product called My Education+.

  • By: Staff
  • June 6, 2016 August 21, 2018
  • 09:56

More low-income families use RESPs, but take-up rates still vary widely by income.

  • By: Katie Keir
  • April 29, 2016 August 21, 2018
  • 11:14

Advisor.ca teamed up with our colleagues at Benefits Canada to bring you all the latest financial, pension and investing news from Canada’s most populous – and indebted – province.

  • By: Staff
  • February 26, 2016 August 21, 2018
  • 00:00

Don’t miss a form, or a credit

Finance your client’s return to school tax-efficiently