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:

On October 9, 2009 at a presentation in Istanbul, Turkey, Canada’s Finance Minister Jim Flaherty was presented Euromoney magazine's Finance Minister of the Year award for 2009.

Kevin Gebert achieved his MFA-Retirement Income Specialist designation in 2006 and has since been actively involved with Knowledge Bureau, most recently publishing his first book, Financial Fotographs. We are pleased to have Kevin as one of our distinguished grads.

Police in Edmonton are warning of scammers who have their sights set on one Canada’s most vulnerable groups: new immigrants.

Child care expenses are claimable by Canadian residents for services provided in Canada, although deemed residents living abroad qualify as well.  

Just released in Canada, this 3rd edition of Doug Nelson’s best-selling book Master Your Retirement is receiving rave reviews.

As Joel Schlesinger of the Winnipeg Free Press wrote, "If there were celebrity experts on Canada's tax system, Evelyn Jacks might be one of them."