Strategic Thinking, CRA, Canada Revenue Agency, tax deductions, Diane Lebouthillier, Federal Benefits, Childcare benefit, Chief Service Officer, DFA - Tax Services Specialist, Income Tax Courses
New data shows just how many Canadians lack access to federal benefits they’re eligible to receive. This was a topic of discussion with Pierre Labbee, an outreach manager for the Canada Education Savings Program at the recent Distinguished Advisor Conference. But now an annual benefit review of the Canada Child Benefit reveals that this benefit in particular is underused, despite it being accessible to millions, and one of the reasons is a difficult relationship with the CRA.
Strategic Thinking, Financial Literacy, DAC, Evelyn Jacks, distinguished advisor conference, tax courses, Young Advisor Award, Kristin Ramlal, DAC Sponsors
Knowledge Bureau celebrated a joyous 15th anniversary with 150 delegates as part of an outstanding program of topics and inspirational messages by all the gifted speakers at the Distinguished Advisor Conference in Quebec City. If you missed out, here are some highlights to inspire you to attend next year’s hot conference in Puerto Vallarta, Mexico, November 10-13.
Strategic Thinking, DAC, Puerto Vallarta, financial conferences, Graduates in the news, grads in the news, Delegates
Strategic Thinking, Financial Advisor, investment, poll results, relationship management, risk management, poll, risk assessment, year-end investing, communication strategies, investment advisor
The markets have been experiencing more volatility lately and Knowledge Bureau Report’s October poll has uncovered an important opportunity for wealth advisors within the fray. The majority, 89.01 percent of respondants, told us that Canadians don’t understand their capacity for risk-taking – which is measurable - and this affects their level of risk tolerance when markets fluctuate.
Strategic Thinking, Retirement, Canada Pension Plan, retirement planning, retirement income, CPP, Walter Harder, CPP contributions, maximum Canada Pension Plan contributions
Strategic Thinking, tax preparation, tax credits, Evelyn Jacks, tax deductions, tax benefits, CRA penalties, income tax filing, tax deliquency, missed returns, filing late taxes