Keyword: RRSP

185 results found
term insurance

Identifying clients’ goals will clarify the choice

minimizing tax at death rrsp

Perceived fees, tax penalties and uncomfortable conversations prevent clients from moving their accounts, a Questrade survey says

  • By: Staff
  • February 7, 2019 February 8, 2019
  • 12:43
Multiracial business meeting in boardroom, sitting at a table

The poll also shows that shaky client confidence presents an opportunity for advisors

  • By: Staff
  • January 29, 2019 January 29, 2019
  • 11:56
Close up of senior woman on tablet

Taxpayers who use TurboTax will have the option to make RRSP contributions with the robo-advisor

  • By: Staff
  • January 23, 2019 January 23, 2019
  • 11:21
The Rideau Canal in Ottawa, Canada

A memo to Bill Morneau asks for a higher contribution age and accumulation limit

  • By: Staff
  • November 30, 2018 November 30, 2018
  • 13:08
money investment scale

A tax tale of two benefits at death

Minimize the risk of not achieving targeted replacement income

Jigsaw Puzzle on Blue background

Find out what types of income add to the calculation of deduction room

All clients want a worry-free retirement, but some could find themselves facing financial challenges in their golden years. Read: How much retirement saving is enough? That’s because 25% of Canadian retirees are living with debt, finds a national survey from Sun Life Financial. In fact, some retirees still use credit as they did before retirement, […]

  • By: Staff
  • February 21, 2018 August 21, 2018
  • 11:17

A tax expert does the math