2019 Financial Calendar
Stay top of your mind with your clients, prospects and centres of influence for 2019. You can even co-brand this with your accountant, mortgage broker or estate lawyer.
What’s your number for retirement? Calculate it here.
Determine if you’re on track for retirement in less than 5 minutes.
Writing your biography (for advisors!)
What? I have to write a bio about myself as a financial advisor? Where do I start?
RRSP Deadline is March 1, 2018. How much tax can you save?
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!
RRSP Tax Savings Calculator
We’ve created a straightforward RRSP Tax Savings Calculator that you can embed on your website.
2018 Financial Calendar
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.
Latest News
CLU Comment: Business Overhead Insurance, RRSP Over Contributions, Rights or Things, Employee Death BenefitApril 23, 2019 - 5:20 pmBusiness Overhead Insurance, RRSP Over Contributions, Rights or Things, Employee Death Benefit
CLU Comment: Business Overhead Insurance, RRSP Over Contributions, Rights or Things, Employee Death BenefitApril 23, 2019 - 4:20 pmBusiness Overhead Insurance, RRSP Over Contributions, Rights or Things, Employee Death Benefit
Optimizing your LinkedIn ProfileApril 17, 2019 - 4:42 pmLearn how to optimize your LinkedIn Profile. Download our free checklist.