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Recent Developments May Usher New Era of Advisor Independence

January 22, 2020

Financial advisors in Canada could soon find it much easier to work independently of large brokerage firms – a rapidly growing trend in the United States – amid changing regulations and advances in investment-management technology that makes going it alone more convenient and cost-effective.

A turnkey asset management program (TAMP) ecosystem is being developed in Canada, providing advisors with the technology and tools to become an independent investment counsellor portfolio manager (ICPM).

TAMPs are independent technology platforms that offer advisors the ability to outsource activities such as account setup and documentation as well as discretionary portfolio management.

Click here to read the full article originally featured in The Globe & Mail on January 22, 2020.

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2023 Tax Resources

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Download our 2023 tax reference cards and resources. Corporate Tax Rate Card. LIF and RLIF Minimum & Maximum Factors. Form T1135 – Foreign Income Verification

large Market Insights March 2023

March Market Insights: Fire and Ice – The Fight Between Inflation and Deflation

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In today’s current market environment, we see the forces of inflation and deflation are at work. Central bankers are and should be concerned about price stability, but too many assume that price stability is only a one-way street.

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2023 Personal Tax Planning Cards

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Download our province and territory-specific 2023 Tax Planning Cards.
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British Columbia Tax Planning Card
Manitoba Tax Planning Card

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What is an RRSP?

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An RRSP is a retirement savings account available to any Canadian individual taxpayer under the age of 72 and to which they or their spouse/common-law partner can contribute — subject to their respective deduction limits.

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