Invesco Trimark provides the most comprehensive tax and estate support material for advisors in the financial service industry.
Our Master Tax Reference InfoCard offers advisors practical information in a convenient and compact back-to-back page format.
The material is updated and released each July once the Federal Budget and all Provincial Budgets have been announced. This assures that the content is current and useful through the following tax reporting and filing season.
On an ongoing basis, we solicit feedback from advisors to assure that our materials continue to to be valuable tools. Based on that feedback, this year’s InfoCard has been re-designed to cover the following:
Marginal tax rates and brackets
- Sorted by provIncial/territorial residence
- Sub-sorted by investment income type
Average tax rates
- Sorted by provIncial/territorial residence
- Five income levels up to top brackets
Interest rate equivalencies
- Amount of dividend or capital gain to equal a dollar of interest income
Handy tax facts
- CPP premiums and pensions
- OAS pensions and paybacks
- Room for RRSP, TFSA, RESP & RDSP
- Spousal RRSP attribution rules
RRIF withdrawal table
- From mandatory commencement at age 71 up to full plan depletion
Probate tax table
- Sorted by provIncial/territorial residence
- Formulas calculated by estate assets
Canada Revenue Agency forms
- Common forms relevant to personal investments and financial planning