April 30 is around the corner, a tax calculator that you can put on your website.
How did Spring break sneak up so quickly? I feel like we just started the year…
For those that are into spring cleaning.. we’ve done a little twist- “Spring cleaning your finances” article and we’ve included spring break and Easter social posts.
Enjoy the break and eat lots of chocolate!
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.
Segregated Funds and Mutual Funds often have many of the same benefits but for those that are planning their estates or business owners, the differences can be significant.