A thorough analysis of today’s financial news—delivered weekly to your inbox or via social media. As part of Knowledge Bureau’s interactive network, the Report covers current issues on the tax and financial services landscape and provides a wide range of professional benefits, including access to peer-to-peer blogs, opinion polls, online lessons, and vital industry information from Canada’s only multi-disciplinary financial educator.
What matters is what you keep. As we have reached the 2021 halfway point, from a tax planning point of view it’s high time focus on ways to keep more money in your clients’ pockets before year-end. A key question arises for pre-retirees in the post-COVID environment: what are the right next steps if TFSA, RPP and RRSP contribution room has been maximized for every adult in the family? The answer takes the investor back to three basics:
On June 23, the April 19, 2021 Federal Budget was passed into law by the House of Commons. It included changes to pandemic supports, including the extension and reduction to the Canada Recovery Benefit to $300 per week. Our June Poll asked our readers if they feel this move is premature, and the answers provide insights to the question “Is it time to get our economy back to normal?” For the majority of our June Poll respondants (66%), the answer is ‘yes’ it’s time. But it was a close neck-in-neck race and insights from both sides of the equation are enlightening. Please read on to find out why:
Are financial advisors failing the next generation? A new survey says “yes”, as younger investors are dropping their financial advisors in favor of DIY (Do-It-Yourself) investing. This requires introspection, especially by advisors who want to build practices for the future. Fees are a big trigger, but looking more closely, there are two more compelling reasons which top advisors can step up to address.
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