If your client is like many Canadians, now might be a good time to check his cash-flow plan. Check monthly spending That’s because, with March break just around the corner, 79% of Canadian parents plan to spend money on children’s activities, but 61% haven’t set a budget, reveals a BDO poll. Parents are ready to […]
Their reasons for not working with you are daunting, though.
With stock markets trading at or near all-time highs, an increasingly likely market correction means newer investors, like millennials, might unwisely pull their investments when the going gets tough. To avoid that scenario, robo-advisors are working at educating clients to remain focused on their plans through market ups and downs. At Wealthsimple, for instance, a […]
“Have I saved enough?” That’s the top question on the minds of half of Canadian pre-retirees, finds an RBC poll. Read: 37% of boomers question if they have enough savings A Franklin Templeton retirement survey confirms as much, finding that about half of Canadian pre-retirees (49%) are concerned about outliving their retirement assets or making […]
An analysis of how fees can impact the average person’s retirement savings.
Many Canadians say they don’t have the funds to make RRSP or TFSA contributions. However, most Canadians have the funds for something else important to their financial well-being: paying more than the minimum amount on credit card balances. And, while that kind of commitment helps pay off debt faster, it may also boost a client’s […]
Canada's responsible investment (RI) market is growing rapidly.
How to help clients execute wills compliant with faith or treaty
Estate planning for farmer clients
Why read this? Your client is a B.C. logger or resident. What to do Claim the Logging Tax Credit If your client paid provincial logging tax, she may be able to claim a federal credit. The credit is the lesser of either 6.6667% of her logging income for the year, or two-thirds of the provincial […]