Investors worried about market volatility
Firms are refunding the 1% monthly penalty tax collected since March
One-in-three lack confidence in their ability to save for retirement, twice as many as last year
Only 26% of eligible taxfilers actually made contributions
Investors confident in their knowledge of RRSPs and other retirement savings vehicles
Some RRSP-holders could face significant new taxes when the new law is enacted
Four ways to get clients to make deposits throughout the year
Clients are diversifying fixed-income investments to find higher yields
13% of small business owners don’t know if the value of their business has changed since the recession