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Wealth Professional | 10 Apr 2015, 09:02 AM Agree 0
One enterprising advisor has successfully tapped demand for a misunderstood registered savings plan, quietly forging leads and giving bank competitors a run for their money.
  • Brad jardine | 10 Apr 2015, 10:34 AM Agree 0
    ummm, RDSP has been around since 2008, this isn't really news. We have dozens setup, after we assist with the initial DTC claim form and tax re-assessments-all at no charge. It's the right thing to do and business always follows when you do the right thing.
  • Ryan Colwell | 14 Apr 2015, 10:07 AM Agree 0
    I agree Brad, I think the main point of the article is that many reps (in my experience) do not realize that the requirements to qualify for the DTC and in turn the RDSAP is so low.
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