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Return On Investment or Return on Life?

On September 25 at 11 a.m. CT, financial professionals and thought leaders will come together for a powerful Meeting of the Minds session: “ROI or ROL: Redefining What Real Wealth Means to You.” This event will explore a transformative shift in wealth management: moving beyond ROI (Return on Investment) to ROL (Return on Life) — aligning financial strategies with clients’ life purpose and helping them achieve true peace of mind. This 1-hr complimentary virtual event will feature a panel that will tackle 5 key questions, outlined below.

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The Tuition Tax Credit: Benefits for Both Mature and Young Students

In Canada, pursuing post-secondary education can be expensive, but there are valuable tax relief measures to help ease the financial burden. One of the most important is the Tuition Tax Credit, which remains available even though education and textbook amounts were eliminated for tax years after 2016. For students of all ages, this credit can make education more affordable and help reduce income tax owing.

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Heralding and Embracing Change: Transforming Lives Through Financial Planning

At Acuity 2025, Tony Mahabir, MBA, CMC, CIM, RRC, RWM, CFP, FDFS™, CEO and Private Wealth Manager, will lead a session titled “Heralding and Embracing Change.” A repeat motivational speaker, Mahabir at the annual conference for Distinguished Advisors, focuses on how financial planning can transform lives—especially in times of uncertainty.

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