Qualified investments review could lead to lower costs for investors but also restrictions
Before 2023 ends, take advantage of these two planning points
In a client scenario, an advisor fails to plan for an estate’s tax liabilities
Helping your clients decide how much to take out, and when, involves many variables
Strategic withdrawals allow clients to smooth out their income levels over retirement
Changes to RESPs and RDSPs, caps on payday loans and leeway to increase the CDIC limit are all law now
Study argues for providing Canadians more retirement savings room, allowing OAS/CPP deferral after 70
Study examines whether assumptions that underlie RRIF withdrawal factors are still appropriate
Department of Finance will wrap up its study in June
Financial planners must consider the complexity of client circumstances, according to research from FP Canada's foundation