RRSP

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Keep the claws off OAS

As Canada’s baby boomers settle into retirement, many are being caught off guard by their complex financial situations

By Wilmot George |August 11, 2015

5 min read

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Estate Planning

What happens when an RRSP annuitant dies

When an RRSP annuitant dies, it’s often possible to roll over the RRSP to a beneficiary on a tax-deferred basis.

By Wilmot George |May 26, 2015

4 min read

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$10,000 TFSA limit: what it means for clients

Clients, especially those with high incomes, will benefit from the TFSA contribution limit rising to $10,000, announced in the federal budget.

By Melissa Shin |April 21, 2015

3 min read

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Too few households paying off debts: report

If your clients aren't saving and paying debts regularly, help them prioritize their needs.

By Staff |March 30, 2015

1 min read

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Fewer contributing to RRSPs

Fewer Canadians are contributing to their RRSP, finds a BMO survey.

By Staff |March 5, 2015

1 min read

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Half of Canadians won’t contribute to RRSPs

Few Canadians have the money ready to contribute to the their RRSPs.

By Staff |February 24, 2015

1 min read

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ORPP could cost jobs, hurt economy

A new survey of businesses from the Ontario Chamber of Commerce shows that the implementation of the Ontario Retirement Pension Plan (ORPP) could have negative consequences for employment in Ontario.

By Staff |February 19, 2015

2 min read

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ORPP will weaken financial services sector: IIAC

The Investment Industry Association of Canada (IIAC) is sounding the alarm over the Ontario government’s “haste in moving forward with the ORPP.”

By Staff |February 13, 2015

1 min read

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Economic Indicators

Should clients contribute to RRSP or TFSA?

TFSAs offer tax-free growth, while RRSPs offer tax-deferral and a present-day rebate. So where should clients who are keen to save put their money first?

By Staff |February 6, 2015

1 min read

Decorative pattern

Boomers think they can retire on $385,000

Millennials are more optimistic about affording their ideal retirement lifestyle, than baby boomers are.

By Staff |January 28, 2015

1 min read

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