News Room

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?

Featured Book: The Smart, Savvy Young Consumer

This is "must-have" financial education for a new generation—your friends, your children, or grandchildren. Order by February 4 and receive $5 off!

Featured Tool: EverGreen Explanatory Notes

EverGreen is your in-office research department. Get ready to be more efficient this tax season with the most current information you need just a few clicks away. Register for the free demo now!

Cash replaces inventories and receivables on corporate balance sheets

Canada’s corporations have indeed increased the amount of cash on their balance sheets but it is a survival strategy, not an avoidance strategy, says the C.D. Howe Institute.

Canada’s gently improving economy

A number of recent numbers from Statistics Canada testify to gently improving economic conditions.

Wanted: Governor for the Bank of Canada

The Bank of Canada has advertised the position of governor, which will become vacant in June when the present governor, Mark Carney, departs for the Bank of England.

Evelyn Jacks: Don’t pay more taxes than necessary

You may not be able to control the economy but you can control the amount of income taxes you pay.
 
 
 
Knowledge Bureau Poll Question

Does the new government’s promise, expected soon, to cut the lowest personal income tax rate by 1% to 14%, go far enough to help Canadians impacted by high costs? What are alternatives in your view?

  • Yes
    8 votes
    9.52%
  • No
    76 votes
    90.48%