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Income tax return: save it or treat yourself?

March 26, 2022

With the end of RRSP season, your clients who will receive a tax refund may need your advice!

What should they do to get the most from their tax refund? Save more in an RRSP, TFSA or RESP, pay off debt, treat themselves or all the above?

TAKE THE LEAD and contact your clients to help them decide. Talk to them about the advantages of saving while pointing out that it’s OK to reward themselves for their good savings habits.

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Happy tax season!

Topic : Savings

Written by iA

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