Proactively share these details with clients
In an income tax folio, the Canada Revenue Agency clarified its position on settlement amounts and registered plans
Savings needs have risen alongside wealth, a C.D. Howe report says
Respondents cited real estate, digital investing and crypto as the most confusing areas of personal finance
Most TFSA holders don’t maximize contributions, according to the latest data from the Canada Revenue Agency
The odds are good, but the final answer won't come until November 2022
This strategy can work well for wealthy clients with large TFSA balances
More clients could benefit from TFSAs' ability to provide tax-free income in retirement
Find out how much clients can contribute
Investors who make honest mistakes can receive harsh penalties from the CRA