Canadian Dental Care Plan Renewal Deadline Approaches
Know Your Client! It’s a daily commitment and requirement, especially in the work that financial advisors do with their clients. It’s imperative that you ask about any significant changes in their lives. Has there been a significant new event: a move to take a new job or go to university, a marriage or divorce, a new birth, a disability or a death? And, in the case of income tested benefits such as the Canadian Dental Care Plan, (CDCP) do they qualify? Did they file their tax return on time to get it? Do you know the deadlines for doing so? Do you know when coverage ends if your client now longer qualifies?Outlook On Banks Turns Negative
On August 8th, Standard & Poor’s (S&P) revised its outlook on Canadian banks to “negative”. Why?
Global Sweet Spots Include Canada
Canada’s economic growth is poised to be in a sweet spot.
Onus of Proof on CRA
The Tax Court of Canada recently allowed an application for an extension to serve a notice of objection to an assessment. Perhaps the most interesting aspect of the case was the dismal performance of the Canada Revenue Agency (CRA).
Evelyn Jacks: Back to Retirement Planning School
The fall “back to school” time provides a great opportunity enhance knowledge-based careers.
The Delusionary Testator
It is not uncommon for elderly people to form delusionary beliefs about those who should rightfully be named in their will.
21 Distinguished Speakers Think BIG
There are big sweet spots for advisors and clients who focus on the right issues in the financial services, and 21 influential movers and shakers from both sides of the Canada – US border will embellish on them this fall at the annual Distinguished Advisor Conference to be held in the Texas Hills, near Austin, November 9 – 12.
