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:

Andre Yong Tit Kow successfully achieved his DFA-Tax Services Specialist designation from Knowledge Bureau in 2013. We are pleased to have Andre as one of our distinguished grads.

No income? File a tax return anyway. You’ll need to do that to receive income supplements from the government, often paid monthly or quarterly, including federal tax credits like the Canada Child Tax Benefit, GST/HST credit or the Universal Child Care Benefit.

How do I calculate my ideal RRSP contribution?

Start your educational path towards designation today and earn your MFA™ or Distinguished Financial Advisor™ designation by the end of 2014!

We intended to give credit to Roy A. Berg JD, LLM of the law firm of Moodys Gartner as the source of the article posted on border crossing rules in our last issue, but we neglected to do so. We wish to sincerely apologize for this oversight.

Millions of families have a difficult time embracing financial conversations so crucial to the ongoing health of family income and capital. Financial Fotographs can help you get those conversations started with your loved ones and learn from lessons of the past.