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?IFB and Knowledge Bureau Announce Educational Alliance
The Independent Financial Brokers of Canada (IFB) and Knowledge Bureau are pleased to announce a strategic educational alliance to bring a new academic path to the continuing professional development of over 4000 IFB members.
How to Cope with the Mortgage Stress Test
“How am I going to qualify for the home I want?” That’s the question on the minds of prospective home buyers as a complex real estate market, and stringent mortgage criteria threatens their ownership dreams. Seeking sound financial advice can help.
Specialized Knowledge Wanted: But Who Will Pay?
The August poll results are in and almost everyone is in agreement: specialized knowledge is in demand from tax and financial advisors by their clients. However, people don’t necessarily want to pay for it. . .or is there another problem?
The Secret to Engaging Millennials
Millennials – rather than boomers - are rocking the retirement planning landscape. But they’re leaving a lot of money on the table because they favour DIY approaches that don’t pay off. This demographic can benefit from professional advice; the challenge is engaging them.
Graduates in the News: Lilian da Silva
Entrepreneur Lilian da Silva of Cambridge, Ontario is a recent graduate of two Knowledge Bureau’s courses, Bookkeeping for Small Business and Advanced Payroll for Small Business. She is so excited about her future, and ready to start her third course for her first diploma. Here’s her story:
Tax Enforcement: Are Subjective Views Helpful?
The results of a mid-month survey of CRA tax auditors by the Professional Institute of the Public Service of Canada (PIPSC) highlight the challenges of keeping Canada’s tax system fair for all. One of them is the easy headlines that pit one group of taxpayers – generally the “wealthy” - against another. But a deeper read of the survey uncovers relevant and possibly more purposeful insights.
