Practice

To Clients: Staying invested long-term Fallback Image Decorative pattern

Planning and Advice

To Clients: Staying invested long-term

(August 2008) The argument in favour of long-term investing isn’t new but it’s a story that occasionally bears repeating. Use this customizable template letter to touch base with your clients about the ebbs and flows of the markets. Dear [Client’s name]; When we first put your investment portfolio together, we discussed the importance of long-term […]

By Staff |January 17, 2008

2 min read

Tax brackets, figures and details for your practice Fallback Image Decorative pattern

Planning and Advice

Tax brackets, figures and details for your practice

(January 2008) Looking for 2007 tax brackets, personal amounts and other amounts related to non-refundable tax credits? This information, including details about the medical expense supplement, family tax benefits and the Goods and Services Tax Credit and related tax articles, are all available for you here. 2008 ($) 2007 ($) Tax Bracket Thresholds Taxable Income […]

By Staff |January 14, 2008

3 min read

Tax documentation checklist, 2007 Fallback Image Decorative pattern

Planning and Advice

Tax documentation checklist, 2007

(January 2008) In the tax universe, 2007 is the year of the family. With a number of new rules introduced in the federal budget, advisors have a great opportunity to discuss new tax efficiencies. Click here to download this two-page checklist. (pdf) Income sources Employment T4 slips commissions research grants directors’ fees details of casual […]

By Evelyn Jacks |January 2, 2008

4 min read

Tax planning checklists for clients Fallback Image Decorative pattern

Planning and Advice

Tax planning checklists for clients

(January 2008) Happy New Year and welcome to tax season, 2008. In December each year we publish a package of tax advice, CRA updates, checklists and client tip sheets for you to use in your practice at tax time. Although many details need to be taken care of before the fireworks go off at midnight […]

By Staff |January 2, 2008

2 min read