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A large proportion of your clients have received or will soon be receiving a tax refund that they’ll be tempted to use for different needs.

At the beginning of the year, the Minister of Finance and Intergovernmental Affairs, announced that the federal government is deferring the date on which the capital gains inclusion rate would increase from 50% to 66.66% on capital gains realized annually above $250,000 by individuals and on all capital gains realized by corporations and most types of trusts. 

The 2025 Savings Campaign is in full swing! Enjoy a distinctive experience with EVO and our sales tools.

Take advantage of more frequent communications with your clients during the RRSP-TFSA-FHSA campaign to advise them of the importance of updating their contact information in My Client Space.

The 2025 tax reference sheet and its appendix on maximum LIF withdrawals are now available in the Document Centre.

Starting now, you and your clients can modify periodic contributions online. This new feature enables your clients to manage their own savings strategy, which in turn will allow you to save time and effectively reduce your administrative burden.  

Update: The situation has been resolved over the weekend.

We are currently experiencing issues with our systems that have forced us to suspend the posting of Individual Savings and Retirement semi-annual statements as at December 31, 2024.

Discover how EVO saves you time.