As Canada transitions into a new economic era under the new government's evolving tax policies, financial professionals face unprecedented challenges and opportunities. To navigate this shifting landscape, staying informed isn’t just beneficial—it’s essential. That's why CE Summits – Advisory Diploma is a must-attend professional program for tax advisors, financial planners, and professionals dedicated to delivering exceptional value to their clients amongst complexity. These sessions are led by expert faculty Evelyn Jacks, Doug Nelson, Carol Willes and Ruth Horst on May 21 – register by the May 15 early-bird deadline!
Cycle 10 CIRO (previously IIROC) credits now available from Knowledge Bureau! Become a Designated Specialist: take the Real Wealth Management™ Program), the MFA-P™ Philanthropy Services Specialist Program to earn CE Credits and enhance your value proposition. Check out the details below.
The topic of discussion is Retirement, Trust and Estate planning chocked full of critical information you need to know as you work with clients to maximize their wealth potential. You’ll be treated to an in-depth analysis of the April 16 Federal Budget, a Trust boot camp, and a great discussion on retirement and cottage succession planning. You don’t even have to leave your office! Here’s why Connie, Zhu, DMA enjoys the Virtual CE Summits so much:
Do you have the skills to provide the process and structure your clients will need to effectively plan for their retirement? Differentiate yourself, attract new clients and increase profits by providing a high value service as a trusted advisor to your clients as a DMA™- Retirement Income Services Specialist. Learn more risk-free by taking a free DMA™ Program Orientation!
Don’t miss this opportunity to save on critical professional tax education launching this month – pre-publication specials end March 15! Register now and start anytime in the next two months.
Do you have the skills to provide the process and structure your clients will need to effectively plan for their retirement? Differentiate yourself, attract new clients and increase profits by providing a high value service as a trusted advisor to your clients as a DMA™- Retirement Income Services Specialist.Take ten minutes and check out the Introduction to the DMA™- Retirement Income Services Specialist Program Orientation. Your experience includes an Orientation video, free course and calculator trials, and a special program offer that ends on March 15! Check out the details here:
The Parliamentary Budget Officer released its projections and summary of Canada’s fiscal outlook on March 7, noting “while total budgetary authorities are increasing in this year's Main Estimates, the pace of growth in the 2024-25 Main Estimates has slowed compared to the pandemic years” and that “. . . for the first time since the pandemic, voted budgetary authorities have decreased compared to previous years’ Main Estimate.” The fly in the ointment is that those authorities still remain “roughly 50 per cent higher than in the pre-pandemic 2019-20 Main Estimates” and do not include new spending to be announced in the April 16 budget. The PBO fiscal outlook follows:
Does the new government’s promise, expected soon, to cut the lowest personal income tax rate by 1% to 14%, go far enough to help Canadians impacted by high costs? What are alternatives in your view?
Cycle 10 CIRO (previously IIROC) credits now available from Knowledge Bureau! Become a Designated Specialist: take the Real Wealth Management™ Program), the MFA-P™ Philanthropy Services Specialist Program to earn CE Credits and enhance your value proposition. Check out the details below.
Do you have the skills to provide the process and structure your clients will need to effectively plan for their retirement? Differentiate yourself, attract new clients and increase profits by providing a high value service as a trusted advisor to your clients as a DMA™- Retirement Income Services Specialist. Learn more risk-free by taking a free DMA™ Program Orientation!
The Parliamentary Budget Officer released its projections and summary of Canada’s fiscal outlook on March 7, noting “while total budgetary authorities are increasing in this year's Main Estimates, the pace of growth in the 2024-25 Main Estimates has slowed compared to the pandemic years” and that “. . . for the first time since the pandemic, voted budgetary authorities have decreased compared to previous years’ Main Estimate.” The fly in the ointment is that those authorities still remain “roughly 50 per cent higher than in the pre-pandemic 2019-20 Main Estimates” and do not include new spending to be announced in the April 16 budget. The PBO fiscal outlook follows:
