Ask your client, “Have you considered how much OAS you’ll actually get when you retire?”
Ask your client, “Have you considered how much OAS you’ll actually get when you retire?” Explain to your client how clawbacks increase his METR, and suggest investment strategies to counteract the effect, such as income splitting, TFSAs or other tax-efficient investments.
If something looks off, double-check your slip
Be sure to comply with new designation rules
Whether it's child support, estate planning, budgeting, succession planning or something else, there are lots of real-life lessons to learn from the troubles of our...
How parents can file to benefit from a suite of tax advantages
Help clients get the maximum benefit from these accounts
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
Ontario court allows U.S. shareholders to pursue both cases
Report finds the technology is being used to segment clients and generate insights