B2B Bank and AGF Investments have signed an agreement over the distribution of Registered Savings Plan loans.
Are you clients confused over whether they should use an RRSP or TFSA?
Longer life spans mean retirees must do more with less.
Make sure clients don’t put too much into TFSAs and RRSPs
Your client is on the verge of retirement, but you’ve just found out he’s been spending well beyond his means — so much so he might not be able to retire.
Young clients have long time horizons. So they’re prime candidates for a set-it-and-forget-it investment model.
Your client wants the highest, most consistent income stream possible.
The conventional wisdom within the advisor community is "save, save, save." While this rule is almost always true, low-income clients may pose a slight exception.
Should you choose an RRSP or a TFSA for your unemployed client?
In the Canadian psyche, the RRSP has become synonymous with retirement. So much so, that most folks forget to factor in other sources of pension, which make up a significant part of their retirement incomes — in many cases more than their personal savings.