Did you know that the Disability Tax Credit is not only lucrative when it is claimed on the tax return, but it is required to enable fifteen other provisions on the return. There is so much money left on the table when this provision is missed. Here are the additional provisions, and why working with a DMA™ Personal Tax Services Specialist is so important. In fact, it’s not too late to get this credential yourself before the start of the tax season.
CIBC’s latest annual Financial Priorities poll holds some disturbing revelations. When survey respondents were asked how they are determining how much money they will need to retire:
A shocking 33% indicated they are using their “best guess” and only 14% indicated they are arriving at a number with the help of an advisor.
With high inflation rates, currently 5.9% on average across the country – all Canadians are feeling the pinch. One could argue that those earning an income that varies significantly year-to-year are being hit even harder.
Did you know 2023 is an extremely important Milestone Year for CE/CPD Credits in the financial services industry? Knowledge Bureau designates need 15 CE Credits by June 30 to relicense; IIROC Cycle 9 ends on December 31, 2023 and Insurance Council licensing CE credits are due at various times throughout the year. That’s why Knowledge Bureau is offering 5 new and exciting CE options to meet your professional development needs in 2023:
The price of lettuce in Canada – up over 35% in a year – is still an eyebrow raiser, despite the easing of the inflation rate in January to 5.9%, according to Statistics Canada. What does that have to do with Asset Management? Simply that 2023 is proving to be a tough financial year and advisors need to up their game to manage the concerns of anxious taxpayers and investors who are tapping into portfolios to pay for inflation and recent interest rate hikes, and coming up soon – their tax bills.
It’s been a fantastic two months here at Knowledge Bureau celebrating the big 2-0...our 20th anniversary! With so much on the horizon this year you will want to get involved!
It’s true: nothing is as certain as death, taxes and tax change! That’s perhaps why almost 60% of Canadians get someone else to do their tax return, according the CRA. Do you know what this sounds like to us? OPPORTUNITY!
CIBC’s latest annual Financial Priorities poll holds some disturbing revelations. When survey respondents were asked how they are determining how much money they will need to retire:
A shocking 33% indicated they are using their “best guess” and only 14% indicated they are arriving at a number with the help of an advisor.
With high inflation rates, currently 5.9% on average across the country – all Canadians are feeling the pinch. One could argue that those earning an income that varies significantly year-to-year are being hit even harder.
Did you know 2023 is an extremely important Milestone Year for CE/CPD Credits in the financial services industry? Knowledge Bureau designates need 15 CE Credits by June 30 to relicense; IIROC Cycle 9 ends on December 31, 2023 and Insurance Council licensing CE credits are due at various times throughout the year. That’s why Knowledge Bureau is offering 5 new and exciting CE options to meet your professional development needs in 2023:
The price of lettuce in Canada – up over 35% in a year – is still an eyebrow raiser, despite the easing of the inflation rate in January to 5.9%, according to Statistics Canada. What does that have to do with Asset Management? Simply that 2023 is proving to be a tough financial year and advisors need to up their game to manage the concerns of anxious taxpayers and investors who are tapping into portfolios to pay for inflation and recent interest rate hikes, and coming up soon – their tax bills.
It’s been a fantastic two months here at Knowledge Bureau celebrating the big 2-0...our 20th anniversary! With so much on the horizon this year you will want to get involved!
It’s true: nothing is as certain as death, taxes and tax change! That’s perhaps why almost 60% of Canadians get someone else to do their tax return, according the CRA. Do you know what this sounds like to us? OPPORTUNITY!
