A Challenge for New Clients: How to Choose a Trusted Advisor

If you’re in business for yourself, you have a unique opportunity to build wealth in an asset class that others don’t have: equity in a business enterprise that some day may be sold for millions of dollars. In addition, that business can spin off income for family members that can provide significant tax advantages, done well. Understanding how to realize on this asset requires the help of a trusted financial advisory team. Who should be on that team and how do you find them? This is a challenge your next new business clients may wrestle with. Here are some tips on how you can open discussions to help them:

What does it take to be a Top Gun in the financial services? To be amongst the most highly regarded in your industry, you must exhibit the characteristics and skills reserved for the elite: exceptional academic achievements, outstanding personal leadership and teamwork abilities and most of all, a stronger drive than others to be at the top of your field.

“No one’s happiness but my own is in my power to achieve or to destroy.” - Ayn Rand

Neufeld v. Dafoe BCSC 2016. The Supreme Court of British Columbia recently varied the Will of a deceased person to provide funds to a plaintiff, who insisted she was his common law partner. The facts were quite unusual: the plaintiff’s marriage ended after she was taken hostage by her husband during a police stand-off in which he was killed.

It’s February and that means it’s officially tax season. If you are going to tackle filing your tax return yourself this year—and every Canadian should try to grasp this life skill at least once—you will want to know more about the basic elements of the T1 General Income Tax and Benefit Return.

According to Statistics Canada, 20.6% of Canada’s total population is foreign born. Between 2006 and 2011, 1.1 Million foreign-born people immigrated to Canada from Asia, Africa, the Caribbean, Central and South America.

Unincorporated small business returns are increasingly in demand as an aging demographic moves from full-time employment to self-employment as a way to leverage time and money.