Tax and financial advisors in Canada have been sharing their thoughts on CRA’s new SimpleFile system, and their opinions are strong. We asked if they thought the newly revamped automated tax system will help more Canadians access tax benefits and comply with the tax system. 92% said no – why? Check it out below!
Operating across national borders is easier and more common than ever, driven by technology and economic changes that make it appealing for individuals and businesses to purchase investment property globally.
FOR IMMEDIATE RELEASE – Lisa McKee, owner of McKee Accounting, reveals the secret of success for her firm: Putting the client at the centre of everything to provide high-quality customer service.
Trusts are used on an ever-increasing basis to plan for wealth and succession objectives for medium- and high-worth clients. The advisor who can assist with that process enjoys the oppor-tunity to establish a long-term, potentially intergenerational connection with a client and their family. However, there have been recent changes advisors need to know about.
Advisors who work with corporate clients, real estate holders and high net worth individuals will want to sharpen their knowledge in advanced tax, retirement, succession and estate planning strategies by hearing Canada’s leading experts on the subjects starting the last week of October.
FOR IMMEDIATE RELEASE – Monica Weissmann is an independent financial advisor who runs her business on the Manulife Securities platform. Her path into the financial services industry is a unique one.
Operating across national borders is easier and more common than ever, driven by technology and economic changes that make it appealing for individuals and businesses to purchase investment property globally.
FOR IMMEDIATE RELEASE – Lisa McKee, owner of McKee Accounting, reveals the secret of success for her firm: Putting the client at the centre of everything to provide high-quality customer service.
Trusts are used on an ever-increasing basis to plan for wealth and succession objectives for medium- and high-worth clients. The advisor who can assist with that process enjoys the oppor-tunity to establish a long-term, potentially intergenerational connection with a client and their family. However, there have been recent changes advisors need to know about.
Advisors who work with corporate clients, real estate holders and high net worth individuals will want to sharpen their knowledge in advanced tax, retirement, succession and estate planning strategies by hearing Canada’s leading experts on the subjects starting the last week of October.
On September 2, make sure you check out our Breaking News Issue of Knowledge Bureau Report.
FOR IMMEDIATE RELEASE – Monica Weissmann is an independent financial advisor who runs her business on the Manulife Securities platform. Her path into the financial services industry is a unique one.
