News Room

Trade Wars: Why Income Tax Filings Matter More Now

It’s hard not to get caught up in the trade wars saga, and of course it has serious economic repercussions. In times like these, our tax system can help. The federal government has indicated three pillars of support will be enacted, details of which are to come shortly:

Evelyn Jacks: Veterans Need Tax-Efficient Investment Advice

According to the February 11, 2014 federal budget, approximately 7,600 Canadian Armed Forces personnel leave the Canadian Armed Forces every year. 

Grad Spotlight - How Kareen Is Equipped to Better Assist Her Clientele

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.

Be Sure to Make Your RRSP Contributions

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

Lumping Options and Stock Transactions

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?

Earn CE Credits and Advance Your Advisory Practice

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 Launches with Success

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.
 
 
 
Knowledge Bureau Poll Question

As A.I. emerges, does it change how professionals create financial peace of mind in their communities?

  • Yes
    24 votes
    54.55%
  • No
    20 votes
    45.45%