RRSP or TFSA

What's the difference between an RRSP and TFSA? We outline the key differences in the deposit and withdrawal stages of both in an article and infographic.
January 20, 2020/by Angelina Hung

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.
January 9, 2020/by Angelina Hung

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
December 23, 2019/by Angelina Hung

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.
December 17, 2019/by Angelina Hung

Salary vs Dividend

Salary vs Dividend. For a business owner what is the best way to pay?
December 9, 2019/by Angelina Hung

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.
November 23, 2019/by Angelina Hung

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.
November 22, 2019/by Angelina Hung

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!
November 9, 2019/by Angelina Hung

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?*
November 3, 2019/by Angelina Hung

RESP Campaign

Download your free RESP Campaign.
October 28, 2019/by Angelina Hung

Education Planning

Saving for Education
October 19, 2019/by Angelina Hung