Client

Industry

Clients can’t find money to save: survey

A poll of Canadian workers reveals challenge of retirement planning

By Staff |September 6, 2017

2 min read

Industry

What OAS at 65 means for younger generations

All clients are affected, not only those in their 60s

By Staff, with files from The Canadian Press |August 22, 2017

3 min read

Industry

What new StatsCan data say about how clients live now

As households change, so too might financial planning

By Staff |August 3, 2017

2 min read

Industry

Feds may have questions for OAS recipients

Investigators target fraud in Old Age Security program

By Staff, with files from The Canadian Press |July 17, 2017

1 min read

Tax News

Public transit tax credit now in effect for Ontario seniors

If you’re in Ontario, your senior clients who use public transit are eligible for a new tax credit — the seniors’ public transit tax credit. The credit is refundable and equal to 15% of a senior’s eligible public transit costs, and came into effect on July 1, 2017 (i.e., only payments for public transit services […]

By Staff |July 4, 2017

1 min read

Estate Planning