This Month’s Poll
The automobile deduction limits raised — the CCA ceiling for passenger vehicles to $39,000 plus tax for 2026. In your opinion, is that high enough?Recession-Proofing: Economic Resilience Key to Weathering a Potential Storm
With increasing fears of an imminent recession on the horizon, it is useful to remember September 15, 2008. That’s when the fourth largest investment bank in the U.S., Lehman Brothers, applied for the largest bankruptcy filing in U.S. history. It was a shock that exasperated the financial crisis that followed. Does the Canadian economy have the economic resilience to compete powerfully through another dramatic downturn? It’s the heady theme advisors will explore at this year’s Distinguished Advisor Conference, November 10-13 in Puerto Vallarta, together with 19 outstanding thought leaders. Meet them and their interesting topics in this Special Report.
DAC Delegates in the News - Rosanna Sternat, CPA, CGA
Rosanna Sternat, CPA, CGA has attended the Distinguished Advisor Conference (DAC) for six consecutive years. She shares how the educational experience has benefited her public accounting practice in Selkirk, Manitoba.
Why DAC? What Prior Delegates Have Said
DAC is an outstanding investment for advisors who wish to excel. Who are they? They are professionals dedicated to growing their services and careers with strategic insights and an outstanding national network. Here’s what they have experienced at prior DACs:
“FROM”: An Issue for all Demographics
We have all heard of FOMO – the fear of missing out. But from a financial planning point of view there is an even more pressing fear that runs rampant with all generations, and in organizations that fund retirements these days. At Knowledge Bureau we call it "FROM: the Fear of Running Out of Money."
Investment Options: Non-Registered vs RRSP Comparison Factsheet
Sound retirement savings strategies typically involve investing in various non-registered investments such as Mutual Funds and ETFs and registered plans like RRSPs, PRPPs and RPPs. The options can be overwhelming for those looking to diversify their retirement savings. A simple fact sheet can help guide you through complicated financial conversations.
Retirement Options for Unprepared Young Boomers
A recent survey by 2019 DAC Sponsor Franklin Templeton shows* that 21% of young boomers (age 55 to 64) have not set anything aside for their retirement while 46% are considering a delayed retirement. Many of these issues are caused by having to support an aging parent as well as older children leaving no funds to save for retirement. To outline the key issues, here’s a case study with Raymond’s story.
