August 2025 Poll
A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?Evelyn Jacks: How to Postpone Your OAS
As of July 2013, OAS recipients can elect to defer taking their OAS pension for up to five years. This would provide for a larger pension then.
Retirement Income Projections Spur Thought
By all accounts, the newest Distinguished Advisor Workshop, “Retirement and Estate Planning”, recently completed in Winnipeg, Calgary, Vancouver and Toronto was a resounding success. “Who knew there was more to retirement planning than just saving money” stated one participant.
The Family Business in Canada: Planning for Succession and Crisis
Family conflict, divorce, illness, premature death of key family members in the business. All these issues represent potential threats to precious family relationships and the business itself.
5 Reasons to Find the Sweet Spots at DAC
Don't miss the opportunity to experience education differently at DAC 2014. Be sure to register by September 30 – you won't regret investing in yourslef and your practice! Here are 5 BIG reasons to find the sweet spots at DAC 2014....
Tax Preparation - A Dream Career (Really!) You Probably Should Consider
Are you happy in your work-life balance? If not, consider the key to your unhappiness: is it your schedule; the relationships you have daily with your co-workers; the commute; or is it the glaring waste of your talents and skills?
Improve Your Life and Your Finances
Today, the words “Wealth Management” are real to more and more boomer families, and a holistic approach to managing investments, retirement, succession and tax affairs is in vogue.
