As you know, clients with an RRSP, a locked-in RRSP or a LIRA contract must convert their contracts to a retirement income contract (RRIF or LIF) before the end of the year in which they turn 71.
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Recent Posts
October 2, 2023
Topic: Savings
Here are some tools to help you introduce your clients to guaranteed investment alternatives that could help balance their portfolios and maximize their return potential.
September 27, 2023
Topics: Savings, Economic news
With their enviable rates, our guaranteed interest funds and high interest savings account remain popular in a climate of stock market uncertainty. However, a balanced strategy that includes other investment options can maximize your clients’ investment potential.
September 25, 2023
Topic: Savings
Join us for our biggest savings and investment event of the year!
September 15, 2023
Topic: Insurance
Did you know that life insurance is a valuable tool for financing the transfer of a shareholder’s shares upon death?
September 13, 2023
Topic: Savings
In today’s economic climate where HISAs are increasingly popular, the ability to use a periodic income program (PIP) in this type of savings vehicle gives you an additional option for providing your clients access to their money.
