Mark Your Calendar: Critical Deadlines for May and June
Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:Seven Great Ways to Fund Your Child’s Education, First of Two Parts
Average undergraduate tuition fees have risen to just under $6000 a year in Canada since 2010; an increase of 16% in just five years.
Disruptors and Innovators Hold Key to Success In a Changing Marketplace.
Rapid change and disruptive technologies are changing the rules of engagement for financial services in four major areas.
New Financial Regulatory Authority: Sweeping Powers with No Recourse to Appeal.
Financial advisors and members of the business community as a whole who are concerned about a greater anticipated role for financial regulation in Canada will want to track the progress of implementation of a new Capital Markets Regulatory Authority (CMRA) and participate in public consultation.
Six Tips for Determining Corporate Year-Ends
Personal tax planning for the Owner-Manager begins with corporate tax planning. As setting the fiscal year-end in the last have of the year can be very advantageous, this means corporate tax planning is now.
The Mentorship Series: Become the Advisor You Would Seek For Yourself
FOR IMMEDIATE RELEASE – Monica Weissmann is an independent financial advisor who runs her business on the Manulife Securities platform. Her path into the financial services industry is a unique one.
Tune in to KBR next week for our Academic Excellence Issue…
On August 26, make sure you check out our Academic Excellence Issue of Knowledge Bureau Report.
