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!
Intended for successful business owners, entrepreneurs and professionals of all types, author Dean Kendall’s “Stop Paying Hidden Investment Fees” will provide a better understanding of the fees you pay, their impact on your goals and your options for pursuing a better course. This book analyzes some common hidden investment fees and it goes on to explain their impact on a customer’s financial return.
There are six key reasons, you will want to mark your calendar to attend the next Meeting of the Minds Event, presented by the Society of Real Wealth Managers™ on August 17, 11:00 – 12:00 PM CST. It’s a complimentary event, and it could be one of the most informative hours of your summer.
Submit the name of your worthy nomination for the DAC New Advisor Award now. The application deadline September 1, 2022. The prestigious award recognizes the next generation and their contributions to excellence in the tax, accounting and/or financial services. Here’s what the winner of this prestigious award will receive and how to apply:
KNOWLEDGE BUREAU NETWORK (KBN), presents a new way to share knowledge about new career and business opportunities. This week, an excellent opportunity to work with an outstanding professional firm. Larry H Frostiak, FCPA, FCA, CFP, TEP, RWM, Managing Partner, Frostiak & Leslie Chartered Professional Accountants Inc. explains:
Congratulations! It’s with great pride that families recently celebrated their university graduates; accolades so well deserved! There are a few things to consider about tax rules as the glasses are raised and grad caps fly. New tax rules, for example, provide a new RRSP opportunity few know about.
When your clients unlock their pension plans in the current environment, they will want to know how to build momentum and the straightest line to growth as they invest for their future. Knowing more about the tax and pension law can preserve wealth; in fact, using a multi-generational approach can make millions of dollars of difference in some cases. Learn more from JP Laporte, CEO, Integris Pension Management Corp, at DAC Acuity 2022 in Niagara Falls, October 16-18.
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?
Intended for successful business owners, entrepreneurs and professionals of all types, author Dean Kendall’s “Stop Paying Hidden Investment Fees” will provide a better understanding of the fees you pay, their impact on your goals and your options for pursuing a better course. This book analyzes some common hidden investment fees and it goes on to explain their impact on a customer’s financial return.
There are six key reasons, you will want to mark your calendar to attend the next Meeting of the Minds Event, presented by the Society of Real Wealth Managers™ on August 17, 11:00 – 12:00 PM CST. It’s a complimentary event, and it could be one of the most informative hours of your summer.
Submit the name of your worthy nomination for the DAC New Advisor Award now. The application deadline September 1, 2022. The prestigious award recognizes the next generation and their contributions to excellence in the tax, accounting and/or financial services. Here’s what the winner of this prestigious award will receive and how to apply:
KNOWLEDGE BUREAU NETWORK (KBN), presents a new way to share knowledge about new career and business opportunities. This week, an excellent opportunity to work with an outstanding professional firm. Larry H Frostiak, FCPA, FCA, CFP, TEP, RWM, Managing Partner, Frostiak & Leslie Chartered Professional Accountants Inc. explains:
Congratulations! It’s with great pride that families recently celebrated their university graduates; accolades so well deserved! There are a few things to consider about tax rules as the glasses are raised and grad caps fly. New tax rules, for example, provide a new RRSP opportunity few know about.
When your clients unlock their pension plans in the current environment, they will want to know how to build momentum and the straightest line to growth as they invest for their future. Knowing more about the tax and pension law can preserve wealth; in fact, using a multi-generational approach can make millions of dollars of difference in some cases. Learn more from JP Laporte, CEO, Integris Pension Management Corp, at DAC Acuity 2022 in Niagara Falls, October 16-18.
