Industry News

Budget 2007: Tax planning, perks and hidden gems

Families first Flaherty takes on regulatory reform TEMPLATE LETTER — To Clients/Prospects: The 2007 Federal Budget and your financial plan Back to main An RDSP will be eligible to receive CDSGs up until the end of the year in which the plan beneficiary turns 49. Canada Disability Savings Bonds (CDSBs) of up to $1,000 per […]

By Kate McCaffery |March 19, 2007

7 min read

Budget 2007: A Conservative balancing act

Families first Flaherty takes on regulatory reform TEMPLATE LETTER — To Clients/Prospects: The 2007 Federal Budget and your financial plan Back to main “The government has now had over a year to consult with industry, they’ve had numerous submissions on how that might work, yet there’s nothing in the budget at all that addresses broad-based […]

By Steven Lamb |March 19, 2007

4 min read

Budget 2007: Families first

Some boosts for small companies Flaherty takes on regulatory reform TEMPLATE LETTER — To Clients/Prospects: The 2007 Federal Budget and your financial plan Back to main Though Stephenson says the RDSP has “real potential,” she says the government should have considered investing more into disability programs. While many advisors are pleased that the budget addresses […]

By Bryan Borzykowski and Mark Noble |March 19, 2007

3 min read

Budget 2007: Some boosts for small companies

Families first Flaherty takes on regulatory reform TEMPLATE LETTER — To Clients/Prospects: The 2007 Federal Budget and your financial plan Back to main Other stumbling blocks to the exemption are ownership by the business of un-qualifying assets — such as the cash value of an insurance policy. Further, if the company owns the building it […]

By Philip Porado |March 19, 2007

5 min read