The age-old question when planning for retirement is ‘how much do I need to save’. This calculator asks your clients how much annual income they’d like in retirement and for how long and gives them an idea of how much capital they’ll need to save before retirement to make their dream a reality.
Continue reading “Capital Required for Income”
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Capital Required for Income
If your client is interested in maximizing their RESP contributions, we have outlined a great strategy for them to consider. Continue reading “Helping Your Client Maximize their RESP”
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Getting the Most from Your RESP
What is your client’s most valuable asset? Is it their home, its contents, their vehicle? For most, it’s the ability to earn an income. Share this calculator with your clients to demonstrate the value of their earning power and help them consider whether this asset is adequately protected. Continue reading “Insure Your Earning Power”
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Insure Your Earning Power
Share this handy calculator with your client to help them estimate the taxes they owe based on their taxable income. Continue reading “Tax Calculator”
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Tax Calculator
Is your client waiting to start planning for their child’s education? Sooner is better. Share this Start Education Planning Now Calculator to demonstrate the cost of waiting to invest in an RESP. Continue reading “Start Education Planning Now”
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Start Education Planning Now
Share this calculator with your clients to help them estimate the tax savings on their RRSP contribution. It’s easy to use and a helpful tool! Continue reading “RRSP Tax Savings”
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RRSP Tax Savings
If your client is new to the world of investing, they may find the wide range of different plan types, investment product categories and methods of investing both confusing and overwhelming. Continue reading “The ABCs of Investing in Under 5 Minutes…”
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The ABCs of Investing in Under 5 Minutes…
As an advisor, you can have a positive impact on the investment outcomes of your clients. Continue reading “It’s Not Just About The Fees”
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It’s not just about the fees
Is your client interested in putting money into their Tax-Free Savings Account (TFSA)? The 2024 limit is $7,000.
Continue reading “How Your Client Can Use a TFSA to Get Better Investing Results”
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How to use a TFSA to get Better Investing Results
The 2018 Federal Budget introduced new rules that can reduce the amount of the small business deduction available for active business income earned in a Canadian controlled private corporation where the corporation earns passive investment income beyond certain limits. Continue reading “2019 Brings Changes to Passive Investment Income”