TFSA

Canadians cold to RRSPs: BMO

The RRSP deadline has come and gone. And here are the results. Only four in ten Canadians made the RRSP contribution for 2011, according to BMO Annual Post-RRSP Deadline Study.

By Vikram Barhat |March 2, 2012

2 min read

Tax News

Improving the TFSA

With a federal budget on the horizon, and the low likelihood of any goodies, I started thinking about the Conservative party’s campaign promise to eventually double TFSA contribution room.

February 1, 2012

3 min read

Industry

Rethinking asset location

The so-called “new normal” of ultra-low interest rates continues to lay waste to long-standing investment practices.

By Staff |January 19, 2012

2 min read

Industry

2012 Resolution: Educate clients on TFSA

It’s right there on the federal government’s website for the Tax Free Savings Account: “Saving just got a whole lot easier.” Despite that claim, however, Canadians continue to fumble with their TFSA.

By Staff |January 5, 2012

2 min read

Reminder: Year-end investing and tax deadlines

The new year is approaching and with it, several key deadlines for tax deductions. December 31—which falls on a Saturday this year, so plan accordingly—marks the last day to contribute to certain registered plans and take advantage of certain tax credits.

By Staff |December 28, 2011

2 min read

Explain TFSAs to confused clients

We're rapidly approaching the New Year and soon your clients will have another $5,000 in contribution room in their TFSA. On top of that, they'll be able to replace any capital they've cashed out. But do you understand these rules?

By Staff |December 5, 2011

2 min read

CE Course: Tax-efficient Investing: principles, pitfalls and applications

Calculate the corporate income out of which the dividend was paid. This is achieved by grossing up the actual amount of the dividend received by the shareholder. The gross-up percentage depends on the rate of tax paid by the company. Shareholders are taxed on the grossed-up amount. This is their notional share of the company’s […]

24 min read

Effective income strategies, part 2

When people think of income planning, they usually think of retirement. Prior to retirement, Canadians are mainly concerned with paying debt and accumulating retirement assets, so they ignore income-planning opportunities.

By Mike George |November 9, 2011

4 min read

TFSA

Canadians cold to RRSPs: BMO

Improving the TFSA

Rethinking asset location

2012 Resolution: Educate clients on TFSA

Reminder: Year-end investing and tax deadlines

Explain TFSAs to confused clients

CE Course: Tax-efficient Investing: principles, pitfalls and applications

Effective income strategies, part 2

Canadians still foggy on TFSAs

Boom, trust and echo II