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.
Statistics show that small children who grow up with the expectation they will take higher education will reach those aspirations, and this is likely the key to breaking the poverty cycle in Canada. The Registered Education Savings Plan (RESP) can help, but governments and the private sector need to do more coaching with parents, because educational aspirations begin with them.
If you are in business today, building on what you have accomplished so far can be very exciting. Yet it can also be intimidating, especially if the necessary steps have not been fully thought out and properly planned for, and if you are keenly aware that in the absence of growth comes the peril of mismanaging the equity you have built so far.
Many of your future clients and associates may not be Canadian-born, but reaching out to all populations and cultures can help you scale up your business, and make an important contribution to Canadian progressivity. What are the best practices to succeed in engaging clients within your diverse client-base? Daniel Collison will explore this important issue at DAC, Nov. 11-14 in Quebec City.
Global wealth is on the rise. Over the past decade, it’s increased by 27 percent*; and estimates show that by 2022, global median wealth will grow to $341 trillion USD, with the number of millionaires worldwide totaling 44 million,** a 22 percent increase from today. Remaining in the market since the financial crisis ten years ago has been prosperous for many investors – but how can average Canadians join the growing millionaires’ club?
“When a company invests in employee training and development, employees feel valued and appreciated. I am thrilled to offer extra learning opportunities to my employees through the Knowledge Bureau,” says Wayne Blackmere, DFA - Tax Services Specialist and Liberty Tax Franchise Owner.
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?
Statistics show that small children who grow up with the expectation they will take higher education will reach those aspirations, and this is likely the key to breaking the poverty cycle in Canada. The Registered Education Savings Plan (RESP) can help, but governments and the private sector need to do more coaching with parents, because educational aspirations begin with them.
If you are in business today, building on what you have accomplished so far can be very exciting. Yet it can also be intimidating, especially if the necessary steps have not been fully thought out and properly planned for, and if you are keenly aware that in the absence of growth comes the peril of mismanaging the equity you have built so far.
The registration deadline is October 31 for the most important CE Summits of the year! Register while there's still time.
Many of your future clients and associates may not be Canadian-born, but reaching out to all populations and cultures can help you scale up your business, and make an important contribution to Canadian progressivity. What are the best practices to succeed in engaging clients within your diverse client-base? Daniel Collison will explore this important issue at DAC, Nov. 11-14 in Quebec City.
Global wealth is on the rise. Over the past decade, it’s increased by 27 percent*; and estimates show that by 2022, global median wealth will grow to $341 trillion USD, with the number of millionaires worldwide totaling 44 million,** a 22 percent increase from today. Remaining in the market since the financial crisis ten years ago has been prosperous for many investors – but how can average Canadians join the growing millionaires’ club?
“When a company invests in employee training and development, employees feel valued and appreciated. I am thrilled to offer extra learning opportunities to my employees through the Knowledge Bureau,” says Wayne Blackmere, DFA - Tax Services Specialist and Liberty Tax Franchise Owner.
