Financial

RRSP vs TFSA

RRSP vs TFSA

Our advisor clients tell us they often get asked the question, “Is it better to invest in an RRSP or TFSA.” With updated numbers for 2018, this infographic is designed to help illustrate the answer, “it depends.”

Tax Time

Tax Time

Each year in March/April we provide an updated Tax Tips infographic. With CRA data, we compile a collection of the most relevant tax deductions and credits to help individuals save money and think about tax planning with their advisor.

Time Weighted vs Money Weighted

Time Weighted vs Money Weighted

It is important to understand the different ways to measure returns for assets.

Grow Your RRSP

Grow Your RRSP

RRSPs continue to represent one of the most significant tax savings opportunities available to individual Canadians – and one of the most effective ways of saving for retirement. Updated for 2018, this infographic offers ten strategies to help grow your RRSP and increase your capital for retirement.

Money Dates

Money Dates

There are a number of Money Dates during the year when returns are due to be filed and payments are due to be paid. For registered plans, contributions and repayments have specific dates. Also, there are dates when credits or benefits may be paid to you.  

Money Facts

Money Facts

There are a number of Money Facts to keep track of during the year. From registered contribution limits to benefit amounts and tax rates, this infographic is updated annually and serves as a handy reference for these important conversations with clients.

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