The “New” Sandwich Generation Need Both Financial and Emotional Support

VIA: Knowledge Bureau Posted in: Strategic Thinking, Investment & Retirement, Succession & Estate Planning, Tax Planning
A demographic shift has been happening since 2000: the Canadian population continues to age and live longer, such that the number of seniors is becoming larger than the number of young people under 20, according to Statistics Canada. Financial advisors need to be concerned about the “new” Sandwich Generation.

Life Purpose

Posted in: Strategic Thinking
"Most people spend more time planning their summer vacation than planning their lives." —Author Unknown

Helping Your Clients with a Mid-Year Financial Review

Posted in: Strategic Thinking, Investment & Retirement, Succession & Estate Planning, Tax Planning
Now that the rush of tax season is over, how did your clients do? Were they faced with a big tax bill or did they receive a refund? Perhaps they feel as if they’ve had a less than stellar fiscal year, but they shouldn’t feel discouraged. As you know, mid-year is a great time to review financial goals and to make necessary changes now to ensure a better outcome next year. 

DAC 2017: In This Age of Disruption, Our Speakers Will Keep You Current

Posted in: Strategic Thinking, Your Professional Development
This year’s Distinguished Advisor Conference marks the fourteenth year of DAC. It’s become a great tradition in the world of financial education, and there has never been a better time than now to attend. At this year’s conference in Kelowna, B.C., our speakers will be presenting information and solutions that are relevant to today’s issues. 

Special bookkeeping considerations: When divorce touches a family-owned business

Posted in: Strategic Thinking, Bookkeeping and Accounting, Tax Planning
Here’s a true-to-life case study: Let’s suppose that you, as a bookkeeping services professional, have a client named George, who is the owner-manager of a family-run restaurant. Working with George is his wife, brother, sister-in-law, a couple cousins and his teenaged daughter. While the business is going well, his marriage isn’t. 

People in the News

Posted in: Strategic Thinking
Grant McPhail, CLU, CHFC, GBA: Wealth Advisor and proud grandpa