Topics where clients need support include insurance and estate planning, an IG poll suggests
Decisions on when to collect CPP benefits and to convert RRSPs can have a profound effect on clients' retirement income
The CRA also updated the RRSP dollar limit
The accused allegedly diverted investors' funds for personal use
The industry supports legislative changes made by the provinces, but there is still work to be done
The Liberals also raised OAS payments and proposed a foreign real estate tax
Total and median contributions rose in the 2019 tax year
Increased savings and a hot market mean many advisors are managing client FOMO
Some clients may be reluctant to maximize their RRSPs for fear of missing out on other tax advantages
Pandemic uncertainty weighs on clients, recent polls suggest