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:Multi Generation Planning: Submit Your Speaking Topic Now!
You are invited.... To make a difference in continuing professional development in the financial services in Canada at DAC 2015 - Multi Generation Planning: Growing New Wealth and Relationships in a Digital World.
Did you know Knowledge Bureau has a YouTube channel?
Have you checked out the Knowledge Bureau Network YouTube channel yet?
Knowledge Bureau Highlight: Dan Allen
Meet Dan Allen, Certified Financial Planner, Master Financial Advisor- Retirement Income Services Specialist
Canadians Doing Business In China can Now Use The Renminbi
Three important initiatives were announced by Finance Canada this week: a US-dollar denominated global bond issue and second, more significantly the launch of North America’s first trading hub using Chinese currency, the renminbi or RMB, which is poised to take a leading position as a global trading currency, after the US Dollar and the Euro.
3 Million T1’s Received, 25 Million To Go
As of March 1, 2015 just over three million personal tax returns had been received by CRA and not surprisingly, only 13% of these returns were paper-filed – everything else was filed with CRA electronically.
June Distinguished Advisor Workshop Agenda is Here
The agenda for the June Distunguished Advisor Workshop (DAW) is starting to fill up.... have you filled out your application form yet?
