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Educate clients to help them maximize grants and choose the right plan

As tuition climbs, advisors should urge clients to start planning early on

Tuition tax credits denied for some students who study abroad

  • By: IE Staff
  • May 7, 2012 May 7, 2012
  • 08:50
Three skill sets for successful new advisors

Terry McCullough, professor and coordinator of financial services programs at George Brown College in Toronto, describes the three “must have” skill sets that young advisors need to enter the business and open a successful practice. He spoke with Investment Executive reporter Megan Harman at the TMX Broadcast Centre in Toronto.

You can help your clients manage the escalating costs of college and university with early planning

Many of your clients may have children enrolled in college our university. Tax preparation firm H&R Block Canada has prepared tax eight tax tips for students.> Get credit for textbooksA post-secondary student can claim $65 for every month they qualify for the education amount. Part-time students can claim $20 per qualifying month. But the credit […]

  • By: IE Staff
  • February 7, 2011 October 31, 2019
  • 15:34