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Week of March 22, 2019
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Industry News
Federal budget introduces annuities deferred to age 85
The plan will allow retirees to keep more savings tax-free until later in retirement
March 19, 2019

Industry News
Feds crack down on commuted value IPPs
Budget measure aims to quash planning that seeks to use IPPs to circumvent prescribed transfer limits
March 19, 2019

Industry News
TFSA holders ultimately liable for any tax on day trading in an account
Issuers are only "joint and severally liable" to a point
March 21, 2019

Industry News
Feds offer help to first-time homebuyers
Find out if your clients qualify for the new incentive
March 19, 2019

Industry News
Liberals offer relief to RDSP holders who lose DTC eligibility
Proposals in the 2019 budget change the time limitations for closing plans
March 19, 2019

Industry News
Liberals to impose $200K threshold for tax treatment of stock options
New rules target executives at large firms
March 19, 2019

Industry News
Government targets certain investment funds that use forward contracts
The change takes aim at funds that seek to reduce taxes through dividend contracts
March 19, 2019

Industry News
Budget 2019 raises GIS ceiling, introduces automatic CPP enrolment
The moves are among several budget measures aimed at retirees
March 20, 2019

Research and Markets
Risks to watch in the Canadian economy
Economists revisit recession fears amid dropping yields, labour market concerns
March 18, 2019

Industry News
Updated: Highlights from the 2019 federal budget tabled Tuesday
Liberals to offer tax credits for skills training, introduce two annuities
March 19, 2019

Susan Silma
Focus on people, not just products
Increase engagement by focusing on your client’s goals rather than only the details of their investments
March 20, 2019

Appointment Notices
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