FidelityConnects

How financial advisors can maximize RRSP season for their clients – Peter Bowen and Michelle Munro


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There are only a few weeks left in RRSP season before tax season kicks into high gear. Add in the marquee tax topic of the year - the capital gains inclusion rate - and you have a full plate of financial decisions to navigate. With tax season around the corner, are you prepared for what’s ahead? And how can you make the most of RRSP season? Joining the show today to unpack all this and more, including a look at the latest tax and policy changes, is Fidelity Vice President of Tax and Retirement Research Peter Bowen, and Fidelity Director of Tax and Retirement Research, Michelle Munro.

Recorded on February 11, 2025.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

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