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
45% of younger Canadians have yet to start saving for retirement
Canadians taking on more risk in their RRSPs this year
70% of RRSP holders don’t fully know what investments make up their retirement portfolios: survey
Non-RRSP owners not taking their cue
Clients may need special guidance when using the Homebuyers’ Plan to make several staged deposits for unbuilt homes
RRSP loans are not for everyone. But, in some cases, they can help clients reach their retirement goals sooner