How to use your website as a tool

There's so much more to having a website, once you figure out the "marketing the services" and "what you do" piece, we challenge our advisors to think of using their website as a tool.
February 18, 2018/by Angelina Hung

Writing your biography (for advisors!)

What? I have to write a bio about myself as a financial advisor? Where do I start?
January 26, 2018/by Angelina Hung

RRSP Deadline is March 1, 2018. How much tax can you save?

The deadline for contributing to your Registered Retirement Savings Plan (RRSP) for the 2017 tax filing year is March 1, 2018. You generally have 60 days within the new calendar year to make RRSP contributions that can be applied to lowering your taxes for the previous year.
January 24, 2018/by Financial Tech Tools

RRSP Tax Savings Calculator

We’ve created a straightforward RRSP Tax Savings Calculator that you can embed on your website.
January 15, 2018/by Angelina Hung

Strategic Planning for Financial Advisors

The beginning of the year is an ideal time to work "on" the business, but sometimes it's difficult to get started. Download your strategic planning template.
January 10, 2018/by Angelina Hung

RRSP campaign

Many advisors head into RRSP season with little or no planning, usually in late January, when most clients and prospects start asking about RRSPs because it's all over the media. Download your free RRSP Campaign kit.
January 2, 2018/by Angelina Hung

CLU Comment: Tax Assessments & Reassessments

The Canadian tax system is based on a self-assessment or honour system, requiring every taxpayer to file an
annual income tax return with the Canada Revenue Agency (CRA), which sets out income earned, eligible expenses, deductions and credits
December 24, 2017/by Angelina Hung

CLU Comment: Canada Pension Plan and Quebec Pension Plan

CLU Comment: Contributions under the Canada/Quebec Pension Plan (C/QPP) and Employment Insurance (EI) change annually.
December 22, 2017/by Angelina Hung

CLU Comment: Principal Residence Exemption: Tax Free Growth Worth Understanding

CLU Comment: Canadian residents generally enjoy tax-free growth in the capital value of their home through a tax measure referred to as the principal residence exemption. This means that many Canadians can sell their home tax-free, however, there are details to observe and criteria to be met for those who want to benefit from this opportunity.
December 19, 2017/by Angelina Hung