News

Top tax credits and benefits for seniors

January 18, 2017 Use this list to help your senior clients ensure they claim the most common tax credits, deductions and benefits for which they’re eligible. Read: Essential tax numbers Pension income splitting — Those who receive a pension may be eligible to split up to 50% of eligible pension income with a spouse or common-law partner. Guaranteed

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New Rules for Principal Residence Exemption

In part one of a three-part series about year-end tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, explains how the changes to the principal residence exemption will affect every Canadian. Click here to register for Golombek’s 2016 Year-end Tax Planning webinar.

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Financial Information

General Financial Information and Financial Literacy Resources: The website, “Get Smarter about Money”, is operated by the Investor Education Fund – a non-profit organization founded by the Ontario Securities Commission – that provides unbiased and independent financial tools to help consumers improve their financial literacy.  Click on the link below to access the information: http://www.getsmarteraboutmoney.ca

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“In Denial, Regarding Bank Sold Insurance”

CBC Marketplace – In Denial – Mortgage Insurance Canada – Part 1 CBC Marketplace – In Denial – Mortgage Insurance Canada – Part 2

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Registered Education Savings Plans:

How RESPs work A Registered Education Savings Plan (RESP) is a dedicated savings plan to help you save for a child’s education after high school. Most RESPs are opened for children, but you can open an RESP for yourself or another adult. The person who opens the plan is called the subscriber. When your child

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