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Wealth Professional | 10 Nov 2014, 11:24 AM Agree 0
This despite two-thirds of survey respondents claiming to be knowledgeable on the subject.
  • K Toews | 10 Nov 2014, 02:58 PM Agree 0
    To assist your clients in determining their contribution room, pass along this CRA phone number: 1-800-267-6999 (press 1 for English), then press 6 for TFSA info, press 2 to find out the contribution room. The client will need to input their birthdate, SIN, and info from one line of last year's tax return. It's a very simple process.
  • Will Ashworth | 12 Nov 2014, 11:47 AM Agree 0
    That's very helpful, K Toews. Thanks very much for the input.
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