RRSP

Market Insights

Set-and-forget investments

Young clients have long time horizons. So they’re prime candidates for a set-it-and-forget-it investment model.

By Caroline Hanna |May 21, 2013

3 min read

Estate Planning

Best ways to mature RRSPs

Your client wants the highest, most consistent income stream possible.

By Francys Brown |April 24, 2013

4 min read

Industry

Is an RRSP always worthwhile?

The conventional wisdom within the advisor community is "save, save, save." While this rule is almost always true, low-income clients may pose a slight exception.

By Mark Noble |April 22, 2013

5 min read

Tax News

Saving when downsized

Should you choose an RRSP or a TFSA for your unemployed client?

April 12, 2013

2 min read

Industry

Get involved in client’s pension planning

In the Canadian psyche, the RRSP has become synonymous with retirement. So much so, that most folks forget to factor in other sources of pension, which make up a significant part of their retirement incomes — in many cases more than their personal savings.

By Kanupriya Vashisht |April 10, 2013

4 min read

Industry

Little for seniors in 2013 budget

As it relates to Canada’s retirees, and near retirees, Finance Minister Jim Flaherty’s eighth, and some say his last, federal budget has received mixed reactions from industry stakeholders. They say its provisions neither improve nor impair the quality of life led by the nation’s seniors. Read: Budget 2013 focuses on deficit taming The Canadian Association […]

By Vikram Barhat |March 21, 2013

3 min read

Industry

Americans wrecking their retirement plans

U.S. citizens who are drawing down on their workplace retirement account before retirement are exposing themselves to a complicated array of tax penalties, fees and other charges.

By Staff |March 8, 2013

1 min read

Industry

Majority of Canadians made RRSP contributions

More than half of Canadians (63%) made or will make an RRSP contribution by the deadline.

By Staff |March 1, 2013

2 min read

Industry

RRSP, TFSA or mortgage?

Clients who contribute to RRSPs are often eager for the immediate gratification of a tax refund.

By Melissa Shin |February 26, 2013

3 min read

Industry

Help last-minute contributors beat RRSP clock

Nearly one-third of eligible Canadians (32%) still plan make an RRSP contribution for the 2012 tax year, says a new CIBC poll. And though they’re quickly running out time, more than half of these people say they’re going to put it off until the last 48 hours. Read: RRSPs are more than tax tools “Everyone’s […]

By Staff |February 25, 2013

2 min read

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