Mark Your Calendar: Critical Deadlines for May and June

Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:

Now available ebook or hard copy. "Evelyn Jacks shows Canadian families how to use tax planning to save thousands over the years through family income splitting and asset accumulation. This book is a must-read if you want to build wealth and achieve your financial goals."   Gordon Pape, bestselling author of Tax Free Savings Accounts.

"I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." Maya Angelou

Do RPPs and RRSPs act as substitutes for one another in retirement savings patterns?  At first glance, this appears to be so, based on a new study released this week by Statistics Canada.   The big finding is that workers who are self-directed savers benefit less than their co-workers who don’t tend to save enough for retirement when RPP contributions automatically increase.

How time flies when you’re having fun!  The end of 2015 is fast approaching, and what a wonderful year it has been working with all our amazing students and strategic partners at Knowledge Bureau. We want to take this opportunity to wish you a very happy holiday and thank you sincerely for sharing knowledge with us in so many ways!

Year end is a great time to reflect on your accomplishments: at work, in your family and in your personal life. For advisors, the power of the storytelling over eggnog and holiday treats can lead to important insights to help clients make the right decisions about their time and money; a key message recently delivered by Todd Hynes, Vice President of Sales at Ivari.

Knowledge Bureau is excited to introduce a new convenient, online learning opportunity:  continuing professional education on video – a great new way to earn 6 CE/CPD Credits.