Market history
Give your clients valuable perspective on the markets with graphs and tables that show returns for various asset classes over the past 15 years.
Accumulating wealth
The power of compound interest.
Generating income
When building retirement income strategies for your clients, keep in mind how certain product features can address your clients’ needs and concerns, depending on their specific situation.
Tax planning
Tax planning options to address your clients’ needs, depending on their specific situation.
2022 Tax Rate Card
Check out this handy one pager filled with all the current information including marginal tax rates, federal tax credits, TFSA and RRSP contribution limits and much, much more!
Tax tables
Federal and provincial top rates, tax brackets and surtaxes for 2020.