2020 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.
2020 Financial Calendar
Financial Calendar for 2020- All the deadlines you need to know to maximize your benefits!
2020 Financial Facts for Business Owners
2020 Financial Facts for Business Owners include: Interest Rate, Corporate Tax Rates, Employment Insurance Premium Rates, CPP Contribution Rates, Corporate Investment Income Tax Rate, Limits, Insurance- Types that are needed, Lifetime Capital Gains Exemptions
2020 Financial Facts
2020 Cheat Sheet includes Consumer Price Index, Bank of Canada Interest Rate, Federal Income Tax Brackets, TFSA, RRSP, CPP, OAS, Probate Fees, Canada Child Benefit, Registered Disability Savings Plan and RESP Numbers.
Salary vs Dividend
Salary vs Dividend. For a business owner what is the best way to pay?
Business Owners: 2019 Year End Tax Tips
Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax corporate tax changes for this year, 2019 is a good year to make sure you are effectively tax planning for business owners.
2019 Year End Tax Tips
Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax personal tax changes for this year, 2019 is a good year to make sure you are effectively tax planning.
Financial Planning Week 2019
In order to help you promote Financial Planning Week, we've put together a free social media kit including a social schedule, social media exclusive images and of course the awesome resources from FPSC. Download your free kit!
Free Financial Literacy Presentation
Your free presentation to promote Financial Literacy Month. Did you know that 48% of Canadians say they've lost sleep because of financial worries?*
RESP Campaign
Download your free RESP Campaign.
Education Planning
Saving for Education
Interest, Dividends and Capital Gains
The difference between interest, dividends and capital gains.
