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?

A perfect graduation gift, The Smart, Savvy Young Consumer by award winning Consumer Reporter Pat Foran will provide smart tips on saving, investing, and preparing for the future.

Establish a strategic and tax-efficient investment income plan that will result in capital accumulations placed in the right hands within the family. Enrol in Tax Strategies for Financial Advisors and earn 30 FPSC-approved CE credits.

Experience an incomparable educational experience at the Distinguished Advisor Conference (DAC) in the beautiful Texas Hills as you gain perspective and insight from outstanding thought leaders in the tax and wealth advisory industries.

Provide comprehensive client services through the accumulation, growth, preservation, and transition stages using the 14 innovative calculators in the Client Relationship Toolkit. Try them free!

Starting July 1, 2014, the new Canada Anti-Spam Law requires businesses to obtain consent from their clients to continue sending email communications.

Did the Heartbleed security error cause concern about filing online with CRA? 64% of KBR readers said ‘no.’