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?

The New RRIF Rules and Pension Income Splitting

Recent changes to RRIF withdrawal rules are in the spotlight since the April 21, 2015 federal budget.  Will they affect pension income splitting, and if so, how? 

Small Business Catches a Tax Break!

Small businesses employ half of all Canadian workers in the private sector; making sure these employers can continue to provide jobs is critical. 

Top 10 Reasons the TFSA Rocks!

Despite political controversy, the TFSA has gained broad-based acceptance by 40% or 11 million average Canadians. 

Just How Long Do You Have To Keep Those Tax Receipts?

Glad to have another tax season behind you? Don’t be so quick to throw out your tax files!

Odds Are Good For Starting Your Own Business

Thinking of making a big change in your career path?  Maybe it’s time to take control and be your own boss? 

Self-Employment:  The New Retirement Trend?

Does anyone really need to retire anymore? 
 
 
 
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
    9 votes
    9.68%
  • No
    84 votes
    90.32%