Inflation continues to be a main concern for many Canadians. Here are some strategies advisors can use to protect their clients' retirement savings.
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We help advisors navigate evolving investor needs by bringing together personalized insights and strategic guidance through our dedicated Advisor Services.
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Our Directors of Tax, Retirement & Estate Planning provide advisors with support for their financial planning, tax & estate discussions with clients.
Featured insights
Explore the latest content from the thought leaders behind the teams servicing advisors.
Tax-saving ideas for retired couples in Canada
Numerous strategies are available for retirees with a spouse or common-law partner (CLP) to minimize tax in retirement.
The superficial loss rules – have you tripped the wire?
An investor may accidentally trip over the complex superficial loss rules. Surprise! This can cause unexpected results.