The enrolment deadline is September 10 for one of the most important CE/CPD Sessions you may attend this year. Canadian tax policy is shifting rapidly, and advisors need to be ready for the impact with sound and confident audit defence knowledge. At the CE Savvy Summit on September 17, 2025, featuring noted tax experts Evelyn Jacks, Kim Moody and Dr. Dean Smith, the Society of RWM Round Table Think Tank will also host a dynamic discussion: Caught in the Crosshairs of CRA. Be sure to take part of this interactive session as we review recent changes to the tax system, promises to enhance service levels at CRA eliminate loopholes, and strengthen CRA enforcement through technology.
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.
If you are looking for Alberta Insurance Council (AIC) credits this year, there’s still an opportunity to register for the Advanced Retirement & Estate Planning Course, as featured in the May Virtual CE Summit.
Did you know that there are three things that have to be filed by June 30? This includes Form RC243 TFSA Return and RC243 – Schedule A – Excess TFSA amounts, as well as the Registered Charity Information Return (T3010). Read on to find out more about the requirements for charities:
Ian Wood, winner of the RWM™ Name in Lights Contest, joined the Society of Real Wealth Managers™ because he believes in the importance of the multi-stakeholder collaborative approach taught used and enjoys being part of collaborative teams with other members. Ian will be a featured expert on the panel “Planning for Disability: A Multi-Advisory Case Study” along with Kristin Ramlal and Doug Buss at DAC Acuity 2022, October 16-18 in Niagara Falls.
Knowledge is powerful when shared and summer is the prime time to enhance your own and train your team with Canada’s most up-to-date and comprehensive online tax and financial courses. Multiply your personal development and your business opportunities, too. Save $1,000 when you enrol in a Fast Track Designation Program by June 30.
There’s still time to join us today, June 23 at 12 PM CST/ 1:00 PM EST to spend some time discussing how professional advisors and charity professionals can work collaboratively to enhance the client/donor experience. Lead by panelists MFA-P™ alumni Candice Jay and Aneil Gokhale, this MFA-P™ Discovery Seminar is one you don’t want to miss! RSVP now!
On September 2, Finance Minister Champagne mandated CRA to implement a 100-day plan to “strengthen services, improve access, and reduce delays.” That’s by December 11, 2025. Do you believe this approach will help?
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.
If you are looking for Alberta Insurance Council (AIC) credits this year, there’s still an opportunity to register for the Advanced Retirement & Estate Planning Course, as featured in the May Virtual CE Summit.
Did you know that there are three things that have to be filed by June 30? This includes Form RC243 TFSA Return and RC243 – Schedule A – Excess TFSA amounts, as well as the Registered Charity Information Return (T3010). Read on to find out more about the requirements for charities:
Ian Wood, winner of the RWM™ Name in Lights Contest, joined the Society of Real Wealth Managers™ because he believes in the importance of the multi-stakeholder collaborative approach taught used and enjoys being part of collaborative teams with other members. Ian will be a featured expert on the panel “Planning for Disability: A Multi-Advisory Case Study” along with Kristin Ramlal and Doug Buss at DAC Acuity 2022, October 16-18 in Niagara Falls.
Knowledge is powerful when shared and summer is the prime time to enhance your own and train your team with Canada’s most up-to-date and comprehensive online tax and financial courses. Multiply your personal development and your business opportunities, too. Save $1,000 when you enrol in a Fast Track Designation Program by June 30.
There’s still time to join us today, June 23 at 12 PM CST/ 1:00 PM EST to spend some time discussing how professional advisors and charity professionals can work collaboratively to enhance the client/donor experience. Lead by panelists MFA-P™ alumni Candice Jay and Aneil Gokhale, this MFA-P™ Discovery Seminar is one you don’t want to miss! RSVP now!
