TFSA

Industry

Educate clients about TFSA stipulations

TFSAs are effective saving tools, but clients don’t always understand them.

By Suzanne Sharma |February 7, 2013

2 min read

Planning and Advice

When family duty alters retirement plans

George and Teresa had planned to retire when George, who has a defined-benefit pension, turns 60 in three years.

By Lisa MacColl |January 29, 2013

5 min read

Tax News

Define TFSA, RRSP benefits for clients

Help Canadians decide between RRSPs and TFSAs.

By Staff |January 16, 2013

2 min read

Tax News

TFSA room bumps to $5,500

Updates after the November Economic Statement.

By Doug Carroll |January 15, 2013

3 min read

Industry

Year-end tax tips and festive guide to savings

It’s that time of year when hosting and gift-giving make wallets a little lighter. Ernst & Young offers some tips to help Canadians stock up on savings, just in time for the new year. Contribute to TSFA. Make your $5,000 TFSA contributions for 2012, and if you haven’t contributed before, contribute up to $20,000 before […]

By Staff |January 1, 2013

3 min read

Industry

Prepare clients for OAS and tax changes

There’s a bigger issue behind the new OAS rules than rising life expectancy of Canadians.

By Vikram Barhat |December 17, 2012

4 min read

Industry

More TFSA room, more savings?

The government’s recent decision to hike TFSA contribution room by $500 has sparked fresh debate on the relevance of the savings vehicle for debt-saddled Canadians.

By Vikram Barhat |December 10, 2012

3 min read

Industry