August 2025 Poll
A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?Part 2: Reporting Segregated Funds: Guarantees at Maturity
Your client owns segregated funds in non-registered accounts with guarantees at maturity. How is this treated on the tax return in the case of a withdrawal?
The After-Tax Costs of Investing
To maximize your investment outcomes, be sure to assess the after-tax cost of fees for each investment. A higher return due to lower fees (as opposed to increased risk) can result in significantly more income in retirement and higher estate values.
Think BIG in Texas for DAC 2014
Knowledge Bureau is excited to announce the beautiful Horseshoe Bay, Texas as our DAC 2014 location!
Get In Shape for Tax Season at Bootcamp!
Get ready for the busy 2014 tax season with the Personal Tax Bootcamp. This fast paced workshop will focus on changes in personal tax planning, 2013 T1 tax forms, and all the details you need to really dig for every tax deduction and credit your clients are entitled to. Be an early bird and save – early registration ends November 30.
Start Important Money Conversations with Your Family
Stories and pictures are an important part of any conversation and bring family values into focus. Financial Fotographs will help you tell financial stories, learn from lessons of the past and paint a brighter picture of the future from a financial planning perspective. Order your copy today, hot off the presses.
Help Your Clients Manage Debt and Establish a Savings Process
Debt is a large problem in many households. Wealth advisors need to see where the debt lies and understand how to help their client use debt in a healthy manner in order to accumulate, grow and preserve wealth. Enrol in Debt and Cash Flow Management by November 20 and save $200 on tax deductible tuition fees.
