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.

Especially for tax practitioners and wealth advisors, you are invited to a unique professional development opportunity.

Use your Personal Brand to build an Empowered Presence that can generate more relationships, more influence, more money. This new release from Catherine Bell will be available at the end of October. Pre-order your copy today!

Ensure your clients’ gifts complement their overall wealth management strategy in a tax-effective manner. Enrol in Investment Strategies in Charitable Giving by October 23 and save $200.

Get the information you need with just a few clicks – definitions, tax facts, examples, tips and traps, plus interview checklists and questions to ask your clients – with EverGreen Explanatory Notes.

Tiff Macklem, Senior Deputy Governor of the Bank of Canada, told the Economic Club of Canada in Toronto last week that the Canadian economy needs annual growth of at least 2.5% to put a meaningful dent in the remaining slack in the Canadian economy.

Registered Disability Savings Plans (RDSPs) have been around since 2008 and they remain a lucrative savings plan for the disabled.