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After the rush: Post-RRSP reviews

Now that the contribution deadline has passed, this is a good time to review your clients' changing needs

Close-up Of Businesswoman Stopping The Effect Of Domino With Hand

Many women put their retirements at risk making financial sacrifices

By their late 50s, women have saved approximately half of what men have saved

  • By: IE Staff
  • February 21, 2019 March 18, 2019
  • 11:30
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B.C. Child Opportunity Benefit a centrepiece of provincial budget

The new program will provide almost $400 million a year to about 290,000 families

RRSP piggybank

Canadians boost RRSP holdings

Cautious investors represent an opportunity for advisors

  • By: IE Staff
  • January 29, 2019 March 9, 2019
  • 13:52
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Financial planning’s persistent rise

As retiring baby boomers need help with their increasingly complex finances, planning becomes more critical

Retirement umbrella with Have you saved enough text

Half of working-age women worry they won’t have enough in retirement

43% of men have the same concern

  • By: IE Staff
  • January 8, 2019 March 9, 2019
  • 12:50
lass of university students using laptops in lecture

CRA updates child-related tax folios

Revised folios provide tax guidance for clients who are parents, students or parents of students

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Newly wealthy clients need help with shifting priorities

Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity

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FPSC unveils new FP Canada details, introduces QAFP designation

Newly created division will deliver professional education programs and other tools to prospective and existing financial planners

  • November 26, 2018 March 18, 2019
  • 12:56
Piggybank With Eyeglasses And Calculator On Wooden Table, TFSA, RRSP

TFSA annual contribution limit rises to $6,000

The cumulative TFSA contribution limit in 2019 will be $63,500

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Focus on making philanthropy personal

With a focused approach to giving, clients can measure their impact and feel connected to their causes

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Wealthy millennials will reshape philanthropic giving

Millennials are more than twice as likely as boomers to feel that leaving a legacy is important

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Advocis puts new spin on financial literacy

Website and podcast timed with the opening week of Canada’s Financial Literacy Month

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November is Financial Literacy Month

IFSE launches Tip of the Day awareness campaign

Hand putting Coins in glass jar with retro alarm clock for time to money saving for retirement

CRA increases maximum pensionable earnings for the CPP

The increase of 2.7% to $57,400 from $55,900 was calculated according to a formula that takes into account the growth in average weekly wages and…

  • By: IE Staff
  • November 1, 2018 March 18, 2019
  • 10:00
laughing family, senior parents and their adult son

Parental guidance

Clients with aging parents may need help in ensuring those seniors are prepared for what lies ahead

Canadian money in the black wallet

Effective tax rate rises for Canada’s top 1%

Tax filers with a total income of more than $3 million had the largest increase in their effective federal income tax rate in 2016

Worried Young Couple Lying On Carpet Calculating Their savings, planning future, retirement fund

$250,000 salary would make Canadians feel “financially comfortable”

Income expectations vary by age

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Handling passive-investment rules

Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients

boomer couple signing contract with financial planner

Financial planning aids asset retention: report

U.S. advisors are increasingly using financial planning to build trust with clients

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Creative differences

Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes

hands working on digital device network graphic overlay of GIVE

Groups introduce new strategic philanthropic designation for advisors

The program will allow advisors to develop strategic plans focused on philanthropy for individuals and families interested in charitable giving

  • By: IE Staff
  • September 20, 2018 March 19, 2019
  • 11:15
laughing family, senior parents and their adult son

Canadians missing out on tax breaks for caregivers: poll

Canadians contribute an average $430 per month to care for aging or ill family members

Canadian money in the black wallet

Trust betrayed

Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse.…

beautiful senior couple having a walk along embankment, man with cane

IFIC expands Vulnerable Investors Resource Centre

New advisor materials on capacity and decision making now available