The Canadian Securities Administrators (CSA) have proposed restrictions on fees related to referral arrangements. The Independent Financial Brokers of Canada (IFB) wants to better understand the impacts of these proposals and has asked for the participation of financial services professionals in a survey, which is open to both IFB members and others in the financial services industry.
Sylvie Gewehr from Haines Junction, Yukon, is pursuing her DFA – Tax Services Specialist designation in her transition from bookkeeping to offering tax filing services. She shares how she started her educational journey with Knowledge Bureau, and her unique story about how the online self-study structure made it possible while living in a remote location.
The role advisors can play in helping new immigrants, and the importance of immigration and diversity in Canadian society, were central themes at DAC last week. Now, with a timely release, Statistics Canada has published new data on the important impact education has on immigration, pointing to valuable opportunities for new Canadians in the tax and financial services.