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?

We are expanding and hiring! Check out our available opportunities on our careers page.

Jody Steinhauer brings her insight into the power of change to the 2014 Distinguished Advisor Conference as part of High Net Worth Client Spotlight: Giving Back Makes Good Business Sense.

In her book, Empower Your Presence, Catherine Bell illustrates how even the quality trait “shy” can magnify your presence positively.

Learn to remove obstacles to financial decision making in working with family businesses. Enrol in Advising Family Businesses and be on the path to earning your DFA-Bookkeeping Services Specialist™ or MFA-Succession and Estate Planning Specialist™ designation.

Ensure you register by June 30 to save $550 on registration fees. Don’t miss the opportunity of an incomparable educational experience November 9-12 in the beautiful Texas Hills as you gain perspective and insight from outstanding thought leaders in the tax and wealth advisory industries.

In the semi-annual Financial System Review (FSR), the Bank of Canada recently released an enhanced framework for gauging the risks to financial stability.