Many believe that switching their account to another institution is harder than it really is
Cautious investors represent an opportunity for advisors
Canadian TurboTax users will have the option to open, fund or transfer an RRSP with Wealthsimple
For some clients - such as young people just beginning their careers and some business owners - other options may be preferable
The number of taxfilers contributing to an RRSP has also fallen
This delay represents a win for industry associations and clients who pay fees on their registered plans from non-registered accounts
The federal tax agency also delays implementing registered fee position
Platform tracks, measures and motivates clients to achieve financial security and live healthier
Now is a great time to review your clients’ files to see if you have the most up-to-date information on their available RRSP contribution room
The government is eliminating medical services plan premiums and returning about $1,800 each year to families