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?Experts Say Tax Changes Will Hit Business Owners Earning as Little as $50K
With the looming Oct. 2 deadline for commentary on proposed tax changes to private corporations, the business community is renewing its call for the federal government to scrap the proposals in favour of a comprehensive tax policy review.
Nearly Two-thirds of Canadians Use Tax-assisted Savings
More than 65 per cent of Canada’s 14 million households contributed to at least one registered savings account (RPP, RRSP or TFSA) in 2015, according to recently released Statistics Canada data from the 2016 Census.
Canadian Retirement Stats: Do Employed or Self-Employed Retire First?
Nearly four in 10 (38 per cent) Canadians age 55 or older — and 14 per cent of those 65 or older — participated in the labour force last year, the highest participation rates among older Canadians since the collection of comparable Statistics Canada data began in 1976. But who exactly are these stalwart workers, and at what age are they retiring?
Are Business Conferences Tax Deductible?
Costs incurred to attend a conference may be a deductible business expense. The cost of the tuition for the conference may also be deductible or be eligible for a non-refundable tax credit.
Life Purpose – What Makes A Genius?
“Everyone is a genius at least once a year. The real geniuses simply have their bright ideas closer together.”
—Georg Christoph Lichtenberg
Distinguished Advisor Conference: Young Advisors Award Winners Announced!
Knowledge Bureau and Manulife are pleased to announce that Joseph Alfie (left), B.Com. of Myriad Private Wealth/HollisWealth in Montreal, Quebec, and Jonathan Earle, B.Sc, P.Eng, MBA, CFP®, CIM®, a financial advisor with Bell Financial/Manulife Securities Incorporated in Aurora, Ontario, have been selected as the 2017 winners of THE DAC YOUNG ADVISORS AWARD, to be awarded at the Distinguished Advisor Conference (DAC) in Kelowna, B.C., November 5 - 8.
