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

Auditor General Finds CRA is Too Slow

VIA: Knowledge Bureau Posted in: Strategic Thinking
On June 16, the Auditor General rapped CRA’s knuckles, stating that their response to income tax appeals and objections is too slow. And since 65% of them are settled in favor of the taxpayer, the CRA needs to work harder at finding ways to solve issues before they go the appeals route.