Seniors don’t take kindly to the clawback of their OAS (Old Age Security) especially in these inflationary times, but this can happen, especially if there was an unusual receipt of income during the past calendar year. Here’s what you need to know to explain the consequences for 2025 and 2026:
There are three certainties in life: death, taxes and change. That’s why taxpayers and their advisors must take note when provinces like Alberta raise their taxes for the first time since 1987.
Many people under estimate the power of body language and communication, especially when it comes to communicating with their clients. In this book except, Catherine Bell gives you some tips in communication management.
You are invited.... To make a difference in continuing professional development in the financial services in Canada at DAC 2015 - Multi Generation Planning: Growing New Wealth and Relationships in a Digital World.