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 […]
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.
As the World Cup of Hockey gets underway, clients may start dreaming about their children making it to the big leagues.
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+.
More low-income families use RESPs, but take-up rates still vary widely by income.
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.
Don’t miss a form, or a credit
Finance your client’s return to school tax-efficiently