The department acknowledges there often isn't a tax motivation when doing so
A tale of two cousins
A plurality use the accounts for cash and savings
Identifying clients’ goals will clarify the choice
Perceived fees, tax penalties and uncomfortable conversations prevent clients from moving their accounts, a Questrade survey says
The poll also shows that shaky client confidence presents an opportunity for advisors
Taxpayers who use TurboTax will have the option to make RRSP contributions with the robo-advisor
A memo to Bill Morneau asks for a higher contribution age and accumulation limit
A tax tale of two benefits at death
Minimize the risk of not achieving targeted replacement income