Hack your tax. Get a better tax refund

Hack your tax. Get a bigger tax refund

Maximize your tax refund. That’s the goal, particularly if you’re contributing to RRSPs before the fast-approaching March 1 deadline. But you have to strike the optimal balance between your planned contribution and your tax rate. (Ugh. Math. That’s complicated!) Here’s something to make it easier:… Read more

Got questions about your RRSP? Ask Me Anything on January 31

The time to top up your RRSP account has come around again. But many Canadians have questions. We’re here to help! On Wednesday, January 31, from 8 am to 1 pm we’ll be hosting an Ask Me Anything (AMA) thread on Reddit’s Personal Finance Canada. Ask away… WealthBar Financial Advisers Clayton… Read more

PPI Valet, powered by WealthBar, has officially launched across Canada.

PPI Valet powered by WealthBar launches nationwide

A little while back, we announced a big deal. We teamed up with PPI, a national insurance marketing firm. Together we developed an innovative custom investment platform designed to help advisors grow their business and enhance their relationships with clients. Today we’re letting the world know that PPI Valet, powered… Read more

RRSP contribution deadline

RRSP contribution deadline and CRA rules reminder

The March 1, 2018 RRSP contribution deadline approaches! As such, many Canadians are about to make a last minute contribution to their RRSP account. RRSP contribution deadlines for 2017 tax year December 31, 2017 March 1 (First 60 days of 2018). Here are some important… Read more

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