August 2025 Poll
A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?Review of CDIC Limits: Amongst Three Important Changes at the Bank
A comprehensive review of Canada's deposit insurance framework was announced in the February 11, 2014 budget.
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.
