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?

Those who earn more live longer, the longevity gap between men and women is closing and living close to your kids in retirement may turn out, well, differently than you may think. All of these factors and more will change how you think about retirement planning, according to Dr. Michael Finke, a keynote speaker at the Distinguished Advisors Conference (DAC) in Puerto Vallarta, Mexico, last week. But his biggest “aha” moments came from research on the financial literacy of seniors.

Joe Roberts, also known as “The Skid Row CEO,” held the audience at Distinguished Advisor Conference (DAC) rapt with his moving personal story of addiction and recovery. Revealing the power of having difficult conversations with clients, Joe showed how trusted advisors can take their work to another level, especially in making financial plans for those who are vulnerable due to addiction.

Differentiate yourself as an MFA-Succession and Estate Planning Specialist in your community.  The first certificate course in the program, provides students with a solid understanding of the fundamentals of succession planning and how to become a more valuable resource to your clients in assisting them with their business succession planning needs.

Evelyn Jacks, president of Knowledge Bureau, welcomed close to 200 attendees at the 2015 Distinguished Advisor Conference (DAC) on a high note. Her opening session at the 12th annual conference in beautiful Puerto Vallarta, Mexico, was packed with information and opportunities for advisors to seize, particularly in light of the new Liberal government in Ottawa and the significant tax reforms their rise to power will usher in.

One of Canada’s foremost journalists and commentators on public policy shared his insights with attendees on the first day of the 2015 Distinguished Advisor Conference (DAC) in a thought-provoking session in Puerto Vallarta, Mexico. Jeffrey Simpson, national affairs columnist for The Globe and Mail, spoke in detail about the age of dis-intermediation and what that means for advisors.

Philip Petursson, Managing Director of Manulife Asset Management’s Portfolio Advisory Group, encouraged attendees at the 2015 Distinguished Advisor Conference (DAC) to think differently about portfolio management. He asserted that, in an attempt to serve clients and build value by customizing portfolios, advisors are following an approach that is actually inefficient and unproductive.