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.
Five reasons for an RRSP- A last minute marketing kit to make the most out of your RRSP Season.
With a few upcoming holidays, this is a good time to show that financial advisor isn’t all about “finances” which is why we’ve created the following free social media posts about Valentine’s Day and Family day.
What? I have to write a bio about myself as a financial advisor? Where do I start?
RRSP Deadline: March 1, 2018
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.
If you want to see how much tax you can save, enter your details below!
We’ve created a straightforward RRSP Tax Savings Calculator that you can embed on your website.
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.
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.
Stay top of your mind with your clients, prospects and centres of influence for 2018. You can even co-brand this with your accountant, mortgage broker or estate lawyer.
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