Independent advisors offered new RDSP solution
Information sessions scheduled for 40 communities in Alberta and B.C.
One of the measures proposes to allow a 10-year carry forward of Canada Disability Savings Grant and Canada Disability Savings Bond entitlements (IE:TV)
Only weeks are left before the March 1 RRSP contribution deadline, and financial advisors can use the remaining weeks to help clients maximize the tax-efficiency of their RRSPs.Jamie Golombek, managing director of tax and estate planning for CIBC, has outlined a number of tips to consider when advising clients on RRSP contributions.“When investing for retirement, […]
Scotiabank, TD Waterhouse join list of institutions
Advisors gain direct access to the program along with full sales and educational support
More and more Canadians are learning that using a TFSA in combination with an RRSP gives them many advantages
Clients still have a lot to learn about the registered disability savings plan
Offering informed advice on new products is a good way to demonstrate your value to existing and prospective clients. The new registered disability savings plan may be just the ticket. With a limited number of bank employees qualified to sell them and a scarcity of expertise on the accounts, a knowledge of RDSPs could be […]
BMO, RBC expect the RDSP will lead to new sales