This Month’s Poll

Do you agree that public trustees, guardians and departments supporting Indigenous Services should be able to certify impairments for the Disability Tax Credit?

Over 500 respondents weighed in to Knowledge Bureau Report’s March poll with a definitive message to the federal government: 95% said it was a bad idea to cancel the education and textbook credits in the 2017 tax year. The commentary was voluminous and frank:

In this new feature, Knowledge Bureau President, Evelyn Jacks, brings perspective to Real Wealth Management.

The Federal Budget has put an emphasis on positioning Canada for success in the innovation economy of tomorrow. With so many businesses poised to change hands soon, advisors must be thinking about preparing the next generation of leaders for the new economy, despite disruptive trends and significant tax changes. The continuity, and even survival, of these companies could depend on your help.

Are you a distinguished advisor in your industry? If so, be sure to enter two prestigious awards to be announced at the DAC in beautiful Kelowna, Nov. 5-8 this year.

It’s time once again for our skill-testing financial trivia contest. This is your chance to win a free registration to DAC, November 5-8 in spectacular Kelowna, BC, where this year’s theme will be CANADA 150: Financial Advice at the Crossroads of Change.  Here’s April’s question:

Ellie Jenner, DFA - Tax Services Specialist™, Alberta: Designation that makes you to feel confident in the tax and investment advice you give to clients. It is important for Investment Advisors to have tax knowledge.