2025 Handy Financial Planning Facts

January 20, 2025 | Stephanie Woo, CIM, FMA


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Check out our summary of some common financial planning facts and important dates many individuals, families and business owners would find useful:

  • RSP deadlines and deduction limits
  • TFSA contribution limits
  • IPP - employment earnings requirements
  • U.S. estate and gift tax exemption
  • Lifetime capital gains exemption (LCGE)
  • CPP and OAS benefit amounts and more

click here for our printable pdf - 2025 Handy Financial Planning Facts

As always, should you or those you care about want to explore how our team can be of service to you, contact Stephanie at 604.257.3234 or stephanie.woo@rbc.com today. We are ready to help you on your overall financial planning needs.