Young clients have long time horizons. So they’re prime candidates for a set-it-and-forget-it investment model.
Should you choose an RRSP or a TFSA for your unemployed client?
Clients who overcontribute to TFSAs may pin the blame for that error on you.
More than half of Canadians (52%) don’t have a tax-free savings account (TFSA), reports ING DIRECT.
Clients who contribute to RRSPs are often eager for the immediate gratification of a tax refund.
The number one question Canadians are asking this RRSP season is whether to pay down debt before contributing to their long-term savings, says Jamie Golombek, CIBC's managing director of tax and estate planning.
The majority of Canadians (60%) plan to invest in their retirements this year. But does that matter?
TFSAs are effective saving tools, but clients don’t always understand them.
George and Teresa had planned to retire when George, who has a defined-benefit pension, turns 60 in three years.
Help Canadians decide between RRSPs and TFSAs.