RRSP
September & October 2019 – CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 317 for September & October 2019. This edition of COMMENT looks at two issues: Multiplying The Capital Gains Exception, and Maturing An RRSP. Read the full CLU Comment
March & April 2019 – CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 314 for March & April 2019. This edition of COMMENT looks at four issues: Business Overhead Insurance, Beware of RRSP Over-Contributions, Rights or Things, and Employee Death Benefit. Read … read more
January & February 2019 – CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 313 for January & February 2019. This edition of COMMENT looks at three issues: testamentary gift planning, tax filing season: a look back and ahead, and benefits … read more
March & April 2017 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 302 for March & April 2017. This edition of Comment looks at two issues: tax-free savings accounts: understanding contribution limits, and eight tips for saving on 2016 … read more
September & October 2016 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 299 for September & October 2016. This edition of Comment looks at: charitable gift planning with life insurance, a look at the charitable … read more