Canadian Dental Care Plan Renewal Deadline Approaches

Know Your Client!   It’s a daily commitment and requirement, especially in the work that financial advisors do with their clients.   It’s imperative that you ask about any significant changes in their lives. Has there been a significant new event:   a move to take a new job or go to university, a marriage or divorce, a new birth, a disability or a death? And, in the case of income tested benefits such as the Canadian Dental Care Plan, (CDCP) do they qualify?  Did they file their tax return on time to get it?  Do you know the deadlines for doing so?  Do you know when coverage ends if your client now longer qualifies?

Taxing legal services does not interfere with the Charter of Rights and Freedoms.

The eligibility of gifts to foreign charities have expanded in 2013.

Fraud in the marketplace in an unfortunate reality. Protect your clients' real weath by being diligent in mitigating negative factors.

RSP contributions are a great way to save for your retirement, but the trick is to use them correctly. Kevin Gebert, MFA designate and financial advisor, weighs in with his opinion.

You are in a relationship with the CRA, so you need to know some key parameters.

This week: 10 neat things about freeze up.