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All items tagged with: newcomers to canada

Immigration: Education Upgrades Provide Employment Opportunities

Posted: November 20, 2018
Posted in: Strategic Thinking , tax courses, Canadian economy, bookkeeping courses, immigration, employment for immigrants, diversity, newcomers to canada, immigrants, refugees, employment for refugees

The role advisors can play in helping new immigrants, and the importance of immigration and diversity in Canadian society, were central themes at DAC last week. Now, with a timely release, Statistics Canada has published new data on the important impact education has on immigration, pointing to valuable opportunities for new Canadians in the tax and financial services.

Coming or Going from Canada: Be Tax Compliant

Posted: September 24, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , tax preparation, tax credits, Evelyn Jacks, tax services specialist, tax filing, tax deductions, CE summits, immigration, Canadian immigration, newcomers to canada, emigration, part-year residency

With Canada’s complex tax system, tax and financial advisors who exercise additional diligence to ensure immigrants and emigrants remain tax compliant can offer valuable advice. What tax deductions, credits and filing requirements should you make sure they don’t miss?

Newcomers Need Advice: Can You Explain Our Complex Tax System?

Posted: September 17, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , taxation, knowledge bureau, Evelyn Jacks, tax reform, personal income tax, immigration, canadian newcomers, working abroad, newcomers to canada, immigrants, returning residents, Canadians returning, living aborad, Social Insurance Number, Canada's tax system, tax guidelines

Our nation’s system is complex even to tax-educated Canadians. Imagine how mind-boggling this must be for newcomers (immigrants and refugees) and returning residents to Canada. There’s opportunity for advisors to work with this vast niche market and become a trusted educator and advocate for these families.

The Secret to Engaging Millennials

Posted: September 03, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, gen y, gen x, Real Wealth Manager, Millennials, holistic advice, insurance advisor, ivari, newcomers to canada, DAC speakers, Helene Chatelain, DAC activities

Millennials – rather than boomers - are rocking the retirement planning landscape. But they’re leaving a lot of money on the table because they favour DIY approaches that don’t pay off. This demographic can benefit from professional advice; the challenge is engaging them.

Tax Literacy: Helping Canadian Newcomers Settle In

Posted: July 10, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , tax preparation, Financial Literacy, tax credits, knowledge bureau, Evelyn Jacks, income tax estimator, tax filing, tax courses, non-refundable tax credits, distinguished financial advisor, financial education, immigration, Canada immigration, newcomers to canada, Canadian residence, residence period, tax credits for immigrants, Canadian emigration, expenses and deductions

Did you know that 1,212,075 new immigrants permanently settled in Canada from 2011 to 2016, representing 3.5 percent of Canada’s total population in 2016? Tax and financial advisors have a great opportunity to help with the financial affairs of these families, especially because the tax rules are somewhat different for these residents.