News Room

Red Ink on the Prairies

A day after Quebec’s Finance Minister Eric Girard brought down a Budget featuring a $6.3 Billion deficit, Saskatchewan’s Finance Minister Jim Reiter tabled his government’s budget on March 19. Next up was Finance Minister Adrian Salas, who tabled the Manitoba Budget on March 24. The common thread: there’s lots of red ink on the Prairies. But that’s where the budget documents differ between Manitoba and Saskatchewan. Here’s the latest tax news and why it matters to the advice you give your clients.

Retirement Income Layering

Here’s the tax secret: Income layering of all your income sources in retirement can help you get a better after-tax result, and help you preserve your capital for the future, too.

Give the Gift of Financial Literacy

The Money Matters: Financial Lessons for Life 2014 calendars are full of timely and relevant money matter tips and make wonderful client gifts. Ensure your calendars with a pre-order – the 2013 calendar sold out! English and French calendars available. Order by August 15.

DAC 2013: Scott Mackenzie – Re-connecting with the Do-It-Yourself Investor

It matters that you have an advisor at your side. That’s the message we want our clients to receive . . . the right advice is absolutely worth the fee.

Power of Attorney: The 8-Step Process You Need to Know

Undertaking the role of Power of Attorney for a loved one can be overwhelming, especially if you don't know where to start. If you have agreed to be a Power of Attorney, prepare yourself early by learning the 8 steps you need to know. Join us in Calgary for Attorney School, August 29, 2013 for only $99.

Ignore the Bull: Plan Your Own Path to Financial Independence

Research has proven...you will be happier and more successful on your own terms, not someone else’s. Learn to approach your financial affairs with much more passion and a lot less bull! Get Managing the Bull – Buy 3, Get 1 Free.

Ensure Tax Planning Begins Right at the Primary Source of Wealth Creation

Become a more astute compliance manager to ensure payroll is more than simply accurate with Advanced Payroll – updated for 2013. Enrol by July 23 and save $200.
 
 
 
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