Mark Your Calendar: Critical Deadlines for May and June

Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:

 As part of its Red Tape Reduction efforts, the Canada Revenue Agency (CRA) has created a dedicated team that is charged with cutting red tape for small businesses, thereby enhancing service.As part of its Red Tape Reduction efforts, the Canada Revenue Agency (CRA) has created a dedicated team that is charged with cutting red tape for small businesses, thereby enhancing service.

Are you disappointed and confused by all of the promises and claims made by the investment industry and the media? So is David Christianson. In Managing the Bull, he gives readers the tools to develop their Winner’s Mindset about money, and achieve financial freedom on their own terms. 

November Distinguished Advisor Workshop Year End Tax Planning Strategies: Investor, Owner/Manager Planning and Cross Border Taxation Knowledge Bureau knows that in an ever-evolving industry, it can be hard to keep up with the most current information. That's why we've done it for you - and you can update your knowledge all in one day!

MASTER Your Real Wealth: Start Today! How to Live Your Life in Financial Security Do you fear you will outlive your savings? Do you want better results from your investments? Then now's the time to Master Your Real Wealth! SAVE $10 if you buy before October 16, 2012!

The recent financial crisis has caused a crisis of another kind for financial advisors, a loss of trust and credibility by millions of clients who are now looking for more qualified people to manage their succession and estate planning decision. 

Oct. 1 was National Seniors Day in Canada and the treatment of Canada's seniors is on the mind of Diana Juricevic, a member of the British Columbia Human Rights Tribunal and a speaker at this year's Distinguished Advisor Conference.