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advisor-client meeting

Before 2023 ends, take advantage of these two planning points

Court asked to approve two years worth of fees in ongoing receivership

Pension saving

For the first time, a second earnings ceiling will be used to determine additional contributions

  • By: IE Staff
  • November 1, 2023 November 1, 2023
  • 11:12

Go to the head of the class with these tax tips

Money garden

John Yanchus of Canada Life says annuities are increasingly popular in the current economic climate, and they have a lot going for them

Strategic withdrawals allow clients to smooth out their income levels over retirement

House of Commons in Ottawa

Here’s the status of tax proposals that matter to your clients

Changes to RESPs and RDSPs, caps on payday loans and leeway to increase the CDIC limit are all law now

reset

Department of Finance will wrap up its study in June

colorful hot air balloons

The Finance Department is studying RRIFs in response to a House of Commons motion