Back to School Tax Breaks
Like tax season, back-to-school season rolls around annually with certainty. But in today’s inflationary environment, the start-up costs for getting the family organizing for the school year may seem daunting. The good news is that tax and financial advisors can help clients understand their tax planning options and manage all the receipts that can lead to tax breaks later in the spring during tax filing time. Here’s a primer of topics you may wish to discuss:Retirement Advice Key as Canadians Fall Short on Savings Goals
Three-quarters of Canadians say they have saved 25 per cent or less of what they feel they need to retire, according to a Canadian Payroll Association survey. Financial advisors are well-positioned to help.
Canada “Celebrates” 100 Years of Income Tax
National income tax is such a given in western economies that we lump it in with death as being unavoidable and portray the “Taxman” as some kind of grim reaper. But, in reality, federal income tax is a fairly recent invention — in Canada, we’ve just now reached the 100-year anniversary of the practice.
Canada in Top Five for Pension Fund Assets
Canada now ranks No. 5 globally by share of pension fund assets, according to new research by Willis Towers Watson. What does this mean for advisors and their clients?
Life Purpose: Ideas vs Execution
“Ideas are a commodity. Execution of them is not.”
—Michael Dell, founder & CEO, Dell Technologies
13 Reasons to Attend the Distinguished Advisor Conference Nov. 5-8 in Kelowna
Plus, find out who the lucky winners are to the DAC trivia contest!
Thought Leaders: What Characteristic Should Every Entrepreneur Possess?
Our new Executive Business Builders Network features some of the best entrepreneurial minds in the financial services industry. As we band together to future-proof this industry and our careers through discussion, we’d also like your feedback.
