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:

Sometimes an employer will require an employee to relocate to another part of the country. In such cases, it is not unusual for a low-interest or interest-free housing loan to be granted to cushion the costs of the move.

Reporting for taxpayers with segregated funds that feature guarantees at death require some advanced knowledge to this properly.  

Modern families that are successful in accumulating wealth over time use the power of their economic unit to get the best after-tax results during their lifetimes and with a tax-efficient, intergenerational wealth transfer in mind.

The 10th annual Distinguished Advisor Conference was deemed to be the best yet – the speakers and sessions, networking opportunities, events, and unique Ojai moments. Here are few highlights from DAC 2013...

Evelyn Jacks was among nine fempreneurs from across Manitoba who were interviewed by Women Business Owners Today about lessons in leadership.

Prepare yourself and your staff for the upcoming busy 2014 tax season with the Personal Tax Bootcamp – It's ALL TAX, ALL DAY, and it's going to be fun! Enrol by November 30 for best tuition prices.