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:

The start of the school year is only a short month away, and now is a great time to think about the tax benefits of post-secondary studies in order to be organized come year-end.

Michael Gregory brings his expertise in global economics to the 2014 Distinguished Advisor Conference in his session Sweet Spots in Global Wealth: The New Normal is a New Hybrid.

This must-attend live workshop will provide you with the best tools to preserve, grow, and transition wealth tax-efficiently for your clients and to the next generation.

There are new options for building your retirement nest egg into a steady income stream to support your lifestyle. Master Your Retirement will guide you in achieving real results.

True to their word, on July 14, 2014 the Ontario Government introduced the exact same budget it did 74 days ago – a budget that forced the government to the polls.

According to a study published by Statistics Canada this year[i], approximately two-thirds of employed Canadians entered their fifties in long-term jobs.