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?

"I always like to look on the optimistic side of life, but I am realistic enough to know that life is a complex matter." Walt Disney

The Trump win in the US provides an opportunity for professional financial advisors and their clients to come together and review strategies for meeting financial goals in anticipation of global change.  Having a great Plan “A” for financial decision-making is critical anytime; but in times of great change a smart and insightful Plan “B” can make all the difference in getting the right long term results.

Are you managing your assets with tax efficiency?  This year make sure both you and your spouse review your personal net worth statements to ensure your tax advantages are taken advantage of.  Here are three tips to consider.

This is the time of year that high net worth clients are looking for one more tax saving opportunity before year end.  Donations of flow-through shares, commonly available from corporations in the oil & gas, mining and renewable energy sectors, will still be allowed. However, many tax and financial advisors will want to brush up on their knowledge of the subject first.

The most recent Distinguished Advisor Conference tour saw an unprecedented level of deep thought on the integration of the Canadian personal, corporate and trust tax structures as the sustainability of family wealth was under scrutiny in Toronto, Winnipeg, Calgary and Vancouver.

As DAC 2016 wraps up in beautiful San Diego, CA, we are excited to announce the site of the 2017 DAC:  beautiful Kelowna, BC, where we will celebrate Canada’s 150th birthday November 5-8.  Reserve now at special pre-conference early bird rates.