Canadian Dental Care Plan Renewal Deadline Approaches

Know Your Client!   It’s a daily commitment and requirement, especially in the work that financial advisors do with their clients.   It’s imperative that you ask about any significant changes in their lives. Has there been a significant new event:   a move to take a new job or go to university, a marriage or divorce, a new birth, a disability or a death? And, in the case of income tested benefits such as the Canadian Dental Care Plan, (CDCP) do they qualify?  Did they file their tax return on time to get it?  Do you know the deadlines for doing so?  Do you know when coverage ends if your client now longer qualifies?

With back-to-school just around the corner, there are several important recent tax issues for students that will be helpful to keep in mind for the year ahead.

It’s not too late – call us today to reserve your spot at the Distinguished Advisor Conference. We have been able to secure a small block of additional rooms at our spectacular venue. Please call today to register for the 10th annual Distinguished Advisor Conference, November 10-13.

If you are intent on building your firm to new heights, you won’t want to miss this inspirational story: Charlie Spiring will take you into the future with his inspirational Wellington West story and the lessons that he has learned.

The detailed agenda for the November 1-6 cross-Canada tour of our Corporate Tax & Year-End Planning Bootcamp is now available. Don’t miss this comprehensive one-day event which will teach you and your team to confidently prepare T2 returns and plan the integration of personal/corporate tax efficiencies. To join us, reserve your spot by September 30.

Are you working with the owner or a member of a family business? Are you wondering how you can best advise the family on how to use the business opportunity to provide for retirement income? Learn how to protect one of your client’s most valuable assets with MASTER Your Investment in the Family Business. . .a great take-away from your next “lunch and learn” client seminar!

Many families “blow the budget” at “back to school time”, pressured by sons and daughters for elite sports camps, music lessons, sports equipment and uniforms, the latest trends in shoes and clothing, and school supplies of every sort. Help your back-to-school clients prepare for a more responsible future—and some important financial literacy with their children—by helping to set realistic expectations and identifying actions to manage debt and stay on track with financial goals. We’ll even help your learning budgets: Enrol in Debt and Cash Flow Management by August 20 and save $200.