(January 24 – 11:20 ET) – The Centre for Financial Services at Seneca College in Toronto has issued a list of tips for Canadian taxpayers.
“Even before a person enters the workforce until beyond retirement age, tax planning techniques can help in achieving financial goals,” says David Hoffman, co-ordinator, Seneca College Financial Planning Specialization. “And knowing the tips that apply to you at your particular stage in life can be a key component to helping you hold on to more of your money.”
Hoffman will be presenting a seminar on tax tips at the 15th Annual Financial Forum on Sunday, January 28, in Toronto.
Advisors can use the following tips along to initiate a dialogue with their clients:
- Student, Recent Graduate, Young Family? Know how to best claim credits and take advantage of deductions;
- In your peak earning years? Maximize RRSP contributions;
- Ready to start investing? Know how your potential investment income will be taxed;
- Self-Employed? Find out the benefits and deductions for the self- employed; and
- Looking to retire? Plan ahead for retirement and beyond.
The Seneca College Centre for Financial Services offers diploma programs in a comprehensive range of financial services areas including Accounting, Insurance, Financial Planning and Securities, Financial Services Underwriting, Internet and Electronic Commerce.
The Client Contact Centre, a critical component of the Centre for Financial Services, provides students and industry with the training and education required to meet the growing demand for quality client care, customer relationship management, and specialized financial services expertise.
-IE Staff