TFSAs – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 02 Dec 2024 18:02:56 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png TFSAs – Investment Executive https://www.investmentexecutive.com 32 32 Ex-fund rep fined, banned over theft https://www.investmentexecutive.com/news/from-the-regulators/ex-fund-rep-fined-banned-over-theft/ Mon, 02 Dec 2024 18:02:56 +0000 https://www.investmentexecutive.com/?p=497738 Rep admitted to misappropriating money from investment and insurance clients

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Total TFSA contribution room to rise above $100K in 2025 https://www.investmentexecutive.com/news/industry-news/total-tfsa-contribution-room-to-rise-above-100k-in-2025/ Tue, 15 Oct 2024 19:35:17 +0000 https://www.investmentexecutive.com/?p=494820 Next year’s contribution amount can be calculated using CPI data released Tuesday

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Pension regulators unveil new guidance https://www.investmentexecutive.com/news/from-the-regulators/pension-regulators-unveil-new-guidance/ Tue, 10 Sep 2024 19:02:22 +0000 https://www.investmentexecutive.com/?p=492395 CAPSA replaces 2004 guideline, consolidates risk management guidance

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Another reminder to help clients understand their TFSA room https://www.investmentexecutive.com/inside-track_/jamie-golombek/another-reminder-to-help-clients-understand-their-tfsa-room/ Thu, 25 Jul 2024 20:00:37 +0000 https://www.investmentexecutive.com/?p=489958 Taxpayer penalized for overcontribution after relying on My Account information

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Don’t reimpose foreign asset limits on registered plans, IFIC tells feds https://www.investmentexecutive.com/news/industry-news/dont-reimpose-foreign-asset-limits-on-registered-plans-ific-tells-feds/ Mon, 22 Jul 2024 19:27:45 +0000 https://www.investmentexecutive.com/?p=489697 Finance’s qualified investments consultation asked for suggestions on how to promote Canadian investment

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FHSA carryforward rules: everything you need to know https://www.investmentexecutive.com/news/industry-news/fhsa-carryforward-rules-everything-you-need-to-know/ Fri, 28 Jun 2024 15:56:22 +0000 https://www.investmentexecutive.com/?p=488607 RRSPs and TFSAs have different rules, which can be confusing

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Millennials have most unused TFSA room: CRA https://www.investmentexecutive.com/news/industry-news/millennials-have-most-unused-tfsa-room-data-finds/ Fri, 21 Jun 2024 20:46:55 +0000 https://www.investmentexecutive.com/?p=488262 Canadians hold $524 billion in their TFSAs, according to new CRA data

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TFSAs, RRSPs and more could see changes in allowed investments https://www.investmentexecutive.com/news/products/tfsas-rrsps-and-more-could-see-changes-in-allowed-investments/ Wed, 17 Apr 2024 19:08:04 +0000 https://www.investmentexecutive.com/?p=484172 Qualified investments review could lead to lower costs for investors but also restrictions

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Tax changes for the 2023 filing season https://www.investmentexecutive.com/news/industry-news/tax-changes-for-the-2023-filing-season/ Thu, 14 Mar 2024 16:01:50 +0000 https://www.investmentexecutive.com/?p=482087 Here's a handy roundup, from home office expenses to house flipping

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TFSA usage drops as Canadians cope with higher cost of living: BMO https://www.investmentexecutive.com/news/research-and-markets/tfsa-usage-drops-as-canadians-cope-with-higher-cost-of-living-bmo/ Thu, 18 Jan 2024 13:46:31 +0000 https://www.investmentexecutive.com/?p=478686 One in four deferred investing to pay down debt amid high interest rates, according to a survey

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