Use your tax refund for your TFSA

By: Evelyn Jacks By : Posted in: Breaking News
What are you doing with your tax refund this year? If it hasn’t yet been spent, one of the most tax-efficient things you can do is to invest it in your TFSA. It’s a short-term plan with a long-term vision: this investment will help to guarantee your tax-efficient retirement.

Natural disaster relief available for tax filers

Posted in: Breaking News
CRA is providing relief for taxpayers across the country, and particularly in Quebec and Ontario, whose tax filings were interrupted by severe flooding over the past few weeks. 

Life Purpose

Posted in: Breaking News
“Do not value money for any more nor any less than its worth; it is a good servant but a bad master.” - Alexander Dumas

The Distinguished Advisor Conference: The best professional development investment of 2017

Posted in: Breaking News
What’s the top reason you should invest your time and money to attend the Distinguished Advisor Conference (DAC) in Kelowna, November 5-8?

Business continuity: An important discussion at the Distinguished Advisor Workshop

Posted in: Breaking News
As business owners age and approach retirement, they become increasingly concerned with setting up a proper business succession plan. They often know it’s an important issue that requires expert advice, but not many know how to start the conversation. 

Real Wealth Management: The key to sustaining family wealth

Posted in: Breaking News
The Boomers are the wealthiest generation in Canada’s history. And as such, they have complex financial problems that require the expertise of a highly skilled financial advisor.