One of the measures proposes to allow a 10-year carry forward of Canada Disability Savings Grant and Canada Disability Savings Bond entitlements (IE:TV)
Only weeks are left before the March 1 RRSP contribution deadline, and financial advisors can use the remaining weeks to help clients maximize the tax-efficiency of their RRSPs.Jamie Golombek, managing director of tax and estate planning for CIBC, has outlined a number of tips to consider when advising clients on RRSP contributions.“When investing for retirement, […]
Scotiabank, TD Waterhouse join list of institutions
Advisors gain direct access to the program along with full sales and educational support
More and more Canadians are learning that using a TFSA in combination with an RRSP gives them many advantages
Clients still have a lot to learn about the registered disability savings plan
Offering informed advice on new products is a good way to demonstrate your value to existing and prospective clients. The new registered disability savings plan may be just the ticket. With a limited number of bank employees qualified to sell them and a scarcity of expertise on the accounts, a knowledge of RDSPs could be […]
BMO, RBC expect the RDSP will lead to new sales
The bank becomes the third of the Big Five to offer the investment product
RBC teams up with Planned Lifetime Advocacy Network