TFSA

Advisor's Edge

TFSA overcontribution woes continue

A taxpayer deposited a cheque into the wrong account

By Jamie Golombek |November 29, 2019

3 min read

Tax News

Beware this TFSA pitfall for young clients

Calculating contribution room is different for people born in 1992 or later

By Rudy Mezzetta |November 27, 2019

3 min read

Tax News

TFSA limit for 2020 announced

Tell clients the details

By Rudy Mezzetta |November 27, 2019

2 min read

Advisor's Edge

Tax and estate concerns at different life stages

Tips for serving clients of all ages

October 25, 2019

6 min read

Industry

Many Canadians ‘misinformed’ about purpose of TFSAs: poll

A plurality use the accounts for cash and savings

By Staff |August 20, 2019

1 min read

Planning and Advice

RRSP vs. TFSA: a classic apples and oranges comparison

Identifying clients’ goals will clarify the choice

By Curtis Davis |August 12, 2019

4 min read

Industry

CLHIA presses feds to act on climate change

Insurance industry association also wants improved access to variable payment life annuities, among other recommendations

By Staff |August 8, 2019

2 min read

Industry

Is your client leaving money on the table at tax time?

Three areas could trip up clients, according to IG Wealth Management

By Staff |April 29, 2019

2 min read

Industry

Potential GIS recipients aren’t using TFSAs, research finds

As a result, their savings could be tax-inefficient

By Staff |April 9, 2019

1 min read

Tax News

Clients day trading in their TFSAs? They’re ultimately liable for the tax

Issuers are only "joint and severally liable" to a point

By Rudy Mezzetta |March 21, 2019

3 min read

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