Innovex offers its own quarterly newsletter to clients, and we try to address a wide range of topics that are relevant to our clients.  If there is something that you would like us to explain in depth, please let us know and we’ll include it in an upcoming issue.  

Date           Topics
August 2016
  • Coming soon!
January 2016
  • Fee disclosure requirements

  • New probate rules in Ontario

  • Three bucket strategy for retirement income planning

  • Seminars, events and outreach

  • TFSA contribution room

 February 2015
  • Estate directories

  • Office news update

February 2014
  • Test your RRSP knowledge

  • Market outlook

  • RRSP strategies at age 71