This Month’s Poll
Do you agree with the government’s plan to introduce the new Canada Groceries Essentials Benefit (CGEB)?How Much is Enough
How much is enough? Winning Advisors: Grit, Determination and Exhilaration
Tony Mahabir, Tony Mahabir, CEO Canfin Financial Group of Companies, introduced delegates to the Japanese concept of Ikigai which focuses on Life Purpose at the DAC 2021. It all began with a thought-provoking message: “Are we too concerned with earning money and not living the good life?” he asked.
Be the Best you can Be and Be Recognized for it!
Evelyn Jacks was pleased to introduce Lewis Kent, this year’s New Advisor Award winner at the Distinguished Advisor Conference 2021. His incredible and inspirational story, below. And yes, the search is on for the 2022 winner, who will win a free registration and main stage speaking opportunity at DAC 2022 in Niagara Falls October 16-18. Check out Lewis’ amazing story:
Trusts and Control
Most advisors know that everyone should have a will and power of attorneys for property and health. But should everyone have a trust as part of their estate plans? According to best-selling author Christine Van Cauwenberghe who is also VP, Tax and Estate Planning at IG, trusts are not for everyone.
Global Families: Beware the Multi-Million Dollar Tax Traps
Global Families: Beware the Multi Million Dollar Tax Traps
By Terri Williams
What does the great wealth transfer look like post-pandemic and after tax? The trend may be that sharing money and assets with the next generation will happen sooner rather than later, according to a recent CIBC survey.
Investment Planning - What if Conventional Wisdom is Wrong?
Investment Planning – What if Conventional Wisdom is Wrong?
By Terri Williams
According to Dr. Jack Mintz, who spoke at last week’s Distinguished Advisor Conference (DAC), the global economy faces a very uncertain future because of the impact of the pandemic induced supply shock.
What’s to Come as Some COVID-Response Benefits End?
On October 21, just a whisper before many of the pandemic support programs for individuals and business were set to expire two days later, including the Canada Recovery Benefit (CRB) and Canada Emergency Wage Subsidy (CEWS), the federal government announced some transitional provisions. Now, new targeted COVID-19 support benefits are being introduced. Read on for details:
