This Month’s Poll
Do you agree with the government’s plan to introduce the new Canada Groceries Essentials Benefit (CGEB)?Distinguished Advisor Conference, Nov 5-8 in Kelowna: Financial Trivia Contest
Enter this month’s skill-testing financial trivia question to win a free registration to the DAC in Kelowna, where this year’s theme will be: CANADA 150: Financial Advice at the Crossroads of Change.
Tax Efficient Rip – The Key Is the Marriage of Two Precious Skills
To marry tax and financial planning competencies is a critical key to success for professionals working with Boomers. They are interested not only in how to fund income requirements into their future, but also in continuing to accumulate savings while preserving, growing and transitioning wealth tax efficiently to the next generation.
Retirement, Estate and Cross-Border Planning After the Federal Budget
If you are working as a professional in the tax, bookkeeping or financial services, it is critical to know the upcoming federal budget changes and their effect on personal, corporate and cross border planning in 2017, 2018 and beyond.
People in the News
Bring Your Relations with Customers to a Higher Level - Rick Green, Master Financial Advisor, AB
Life Purpose
"Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort." Franklin D. Roosevelt
Are Legal Fees Paid to Collect Severance Tax Deductible?
Leaving a job can be a painful experience if it’s not your idea. Often legal challenges erupt. That can be costly. . .but can the CRA provide any relief when legal fees skyrocket?
