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:

Consolidate your role as a trusted advocate and steward for your clients. Register by May 15 for early bird rates.

CRA reveals that Social Insurance Number data for 900 taxpayers was accessed through its systems due to the Heartbleed bug.

The 2014 Nova Scotia provincial budget was tabled on April 3, 2014. The budget contained no new taxes or credits, but it did contain several adjustments.

The Newfoundland and Labrador provincial budget was presented on March 27. The budget contained a number of tax changes.

The Quebec provincial budget was delivered on February 20. The budget introduced provincial changes that match the recently-announced federal changes.

The Northwest Territories budget was delivered on February 6. The budget contained no income tax measures.