Helping First Nations, Inuit and Metis with Tax Filing
The Canada Revenue Agency is trying to reach out to Canada’s First Nations, Inuit and Metis to encourage them to file their tax forms on time and could use your help to make sure these communities get all the tax benefits they are entitled to. But filing tax returns are not always easy, especially when there is income on and off the reserve.Grad Spotlight - How Kareen Is Equipped to Better Assist Her Clientele
Kareen Rekowski earned her MFA-Succession and Estate Planning Specialist™ designation in 2013 and is on her way to achieving her DFA-Tax Services Specialist™ designation. We are pleased to have Kareen as one of our distinguished grads.
Be Sure to Make Your RRSP Contributions
The deadline for making your final RRSP contribution for the 2013 tax year is quickly approaching – Monday, March 3.
Lumping Options and Stock Transactions
I do about 200 trades a year. Can I assemble all trades into one final total instead of having to input each one, one line at a time?
Earn CE Credits and Advance Your Advisory Practice
Expand your specialized wealth management knowledge with the Master Financial Advisor™ program. Find out how you can attend the Retirement and Succession Planning Bootcamp at no charge.
Financial Fotographs Launches with Success
Financial Fotographs, the book that is making money management a function of the family unit, was officially launched February 2 at Coyote Creek Golf Course in Surrey, BC.
Accounting for Business Transitions
At some time in the lifecycle of a business, the owner/manager must deal with the sale or succession of their business. In Accounting for Business Transitions, understand the business issues involved and know what financial information is required to make decisions during the sale or transfer of the business.
