Pre-Budget Consultations Now Underway!

Pre-budget consultations are now underway for this fall’s Federal Budget and Canadians are invited to share their views with Finance Minister Francois-Philippe Champagne through an online survey. Over the next several weeks, the Finance Minister and his team will meet with various stakeholder groups and review public submissions before finalizing the budget.

Kareen Rekowski earned her MFA-Succession and Estate Planning Specialist™ designation in 2013 and is on her way to achieving her DFA-Tax Services Specialist™ designation. We are pleased to have Kareen as one of our distinguished grads.

The deadline for making your final RRSP contribution for the 2013 tax year is quickly approaching – Monday, March 3.

I do about 200 trades a year. Can I assemble all trades into one final total instead of having to input each one, one line at a time?

Expand your specialized wealth management knowledge with the Master Financial Advisor™ program. Find out how you can attend the Retirement and Succession Planning Bootcamp at no charge.

Financial Fotographs, the book that is making money management a function of the family unit, was officially launched February 2 at Coyote Creek Golf Course in Surrey, BC.

At some time in the lifecycle of a business, the owner/manager must deal with the sale or succession of their business. In Accounting for Business Transitions, understand the business issues involved and know what financial information is required to make decisions during the sale or transfer of the business.