News Room

Mid-Summer Reviews: When to Collect OAS and CPP

Did you know that 61% of Canadians are afraid of running out of money during retirement? According to a new CPP Investments survey, that fear is widespread. Yet surprisingly few people understand even the basics of public pension planning. For example, Canadians are not obliged to begin OAS or CPP at age 65. By delaying, they can significantly boost after-tax income and improve retirement security.

DAC 2013: Diana Bishop – Packaging Your Expertise for the 21st Century

Can you package your expertise? Can you bring value to your professional practice by better understanding what your personal and business brand is all about? What is your unique ability?

Are You Prepared to Act as Power of Attorney for a Loved One?

"Anyone undertaking this responsibility must know this stuff! Thank you so much. The public so needs this info!!!" – Marjorie D., Attendee, Winnipeg. Join us in Calgary for Attorney School, August 29, 2013 for only $99.

Adopt a No-nonsense Approach to Personal Finance

Managing the Bull takes sophisticated (and common sense!) insider strategies and processes and makes them easy to understand. Detect and deflect the crap and take control of your finances today! Buy 3, Get 1 Free.

Financial Literacy Strengthened by Real Wealth Management Framework

Help your clients better use their precious resources of time and money both now and in the future. Enable a framework for joint decision-making throughout changing life, financial, and economic times with all the stakeholders involved: family members and professional advisors. Enrol in Elements of Real Wealth Management by July 17 and save $200.

Wizards with a Crystal Ball: Expert Panel Moderated by Jonathan Chevreau

In 50 years, what hasn’t changed is the familiar behavioral dynamics: fear and greed, risk and reward.

A Wealth of Tax Information at Your Fingertips

Get the answers you need with just a few clicks – definitions, tax facts, examples, tips and traps, plus interview checklists and questions to ask your clients – with EverGreen Explanatory Notes.
 
 
 
Knowledge Bureau Poll Question

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?

  • Yes
    83 votes
    93.26%
  • No
    6 votes
    6.74%