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:

Our Disability Awareness series concludes this week with a look at non-refundable tax credits that can be claimed on the tax return. These articles are excerpted from Jacks on Tax, by Evelyn Jacks.

The disabled who incur expenses of an attendant or other disability supports purchased in order to earn employment or self-employment income or to pursue education, can claim the costs of Disability Supports on Line 215 so long as the expenses were not reimbursed.

Congratulations to David Christianson, Vice-President of National Bank Financial Wealth Management, on achieving his recent distinction as Fellow of FPSC.

Knowledge Bureau will be closed August 1 to August 5 for summer holidays. Online course registration will be available throughout this time. Be sure to register by July 31 to begin your second Summer School session August 6.

Why have the financial and legal advisory communities done such a poor job of committing their clients to a deep and effective estate planning process?  

You, like millions of others, may have to handle financial affairs for a loved one at some stage or another. You may already be doing so. One way or the other, you have an important responsibility. Join us in Calgary for Attorney School, August 30, 2013 for only $99.