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?Evelyn Jacks: Veterans Need Tax-Efficient Investment Advice
According to the February 11, 2014 federal budget, approximately 7,600 Canadian Armed Forces personnel leave the Canadian Armed Forces every year.
Grad Spotlight - How Kareen Is Equipped to Better Assist Her Clientele
Kareen Rekowski earned her MFA-Succession and Estate Planning Specialist™ designation in 2013 and is on her way to achieving her DFA-Tax Services Specialist™ designation. We are pleased to have Kareen as one of our distinguished grads.
Be Sure to Make Your RRSP Contributions
The deadline for making your final RRSP contribution for the 2013 tax year is quickly approaching – Monday, March 3.
Lumping Options and Stock Transactions
I do about 200 trades a year. Can I assemble all trades into one final total instead of having to input each one, one line at a time?
Earn CE Credits and Advance Your Advisory Practice
Expand your specialized wealth management knowledge with the Master Financial Advisor™ program. Find out how you can attend the Retirement and Succession Planning Bootcamp at no charge.
Financial Fotographs Launches with Success
Financial Fotographs, the book that is making money management a function of the family unit, was officially launched February 2 at Coyote Creek Golf Course in Surrey, BC.
