Investment Executive AM newsletter

Wednesday December 30, 2020
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Resources for tax and retirement planning

Special Reports
Special Report on Taxes 2020
The pandemic has thrown a wrench in planning for the 2020 tax year, but you can help guide your clients through these challenging times.
09 October 2020

Special Reports
Fall Economic Statement 2020
The statement announced a streamlined way to claim work from home expenses, a confirmation on stock options and progress on RDSP changes.
30 November 2020

Special Reports
Special Report on Retirement 2020
The pandemic may have thrown a wrench in your clients’ retirement plans, but we’ve got tips on how to guide your retired clients and pre-retirees through these times.
02 November 2020

Building Your Business
Retirement income during a pandemic
Investment plans need to be flexible, but don't abandon tested strategies
November 2, 2020

Building Your Business
Tax planning and the CERB
Clients will appreciate your help in understanding which government benefits are taxable
October 9, 2020

News
Facing deficit, Grits may target wealthy
Spending promises could lead to higher taxes, experts warn
October 9, 2020

Building Your Business
Should I sell my practice during the pandemic?
November 2, 2020

Building Your Business
Preparing your clients psychologically for retirement
Retirement is a major lifestyle change that may lead to anxiety and other challenges
November 2, 2020

Partners’ Place

Appointment Notices
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