Presentation: Tax credits for seniors
To make it easier for you to prepare materials for clients, we’ve developed these slide selections on how to use tax credits during retirement. The…
- May 7, 2015 May 7, 2015
- 00:00
To make it easier for you to prepare materials for clients, we’ve developed these slide selections on how to use tax credits during retirement. The…
Celebrating a friend or relative’s wedding as a member of the bridal party can be a hit to your finances.
Planning for retirement is no easy task. So break down people’s priorities and place them in rank order. Here are some common priorities.
Ask your client “Have you thought about setting up an RESP to fund your child’s education?”
How to manage the legal and financial implications of a relationship when it comes to property.
Read through the scenarios and decide whether any of these couples should get pre-nuptial agreements.
Here are some ideas for holding an event geared toward soon-to-be married couples.
Need to get your clients thinking about a prenuptial? Try this tip.
Federal Finance Minister Joe Oliver reported a $1.4 billion surplus in a long-promised balanced and pre-election budget he delivered here Tuesday.
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Offer help if you know your client, or your client’s child, is getting married.
This year’s budget contains some generous changes.
We detail the criteria to remove an executor, and the likelihood of the beneficiary’s efforts succeeding.
Good investments aren’t the only way to generate money for university or college. There are alternate ways to earn income, such as through government grants,…
More than 1.3 million women and nearly 350,000 men are widowed each year in Canada
To avoid challenges to your Power of Attorney, watch for these problems.
Ask your client, “When was the last time you updated your will?”
As a young boy, Jim Little spent many hours observing wildlife near his grandparents’ land in Peace River Country in northern British Columbia.
If your client has concerns about family land, ask your client, “Have you considered making a donation through the Ecological Gifts Program?”
State your views on physician-assisted suicide in your estate planning documents.
Second marriages, inheritances or sizeable retirement assets are a few of the many reasons why more Canadians are signing on the prenuptial dotted line
Chances are good that at some point you’ll become an executor for a parent, family member or close friend. But the job’s responsibilities may expose…
Has your client been appointed executor of an estate? Need to get your client thinking about the role? Try this tip.
Ask your client, “Do you know if a friend or family member has appointed you executor of their will?”