Canada Needs a Financial Plan
According to a July 23 publication by the Fraser Institute, we are getting poorer here in Canada and the prospects for economic growth are looking grim. This should be of concern to every Canadian concerned about their “real income” – that’s their purchasing power – and by extension - their ability to fund consumption now and for important family milestones in the future: retirements, education and homeownership. It’s grim, but there are practical suggestions for a turn around plan. Here’s a synopsis of the report.Fake News and Your Opportunity to Build Trust
Trust. Fake news. Instability. These small words that carry a big punch because they’re emblematic of a new world order and the shifting sands of change. However, during DAC’s first day of presentations, journalist, politician and business leader Kirk LaPointe spoke about how “invested clients” can actually help you beat the disruption that trust failures provide.
Kelowna Is Host City to Top Financial Speakers and Advisors
Kelowna Is Host City to Top Financial Speakers and Advisors. Twenty-Five Exceptional Financial Speakers at 2017 Distinguished Advisor Conference.
Seven Business Disruptors That Require a Leader’s Attention
Leadership matters, especially when you consider all the disruptions that appear at your business doorstep every day. How to survive them? Lean into them! In fact, there are seven key disruptors you must address immediately with your team if you are concerned about successfully growing your business to the next level.
Which Employee Benefits Are Taxable?
A couple of weeks ago, the financial news of the day involved a controversy about the taxation of employee benefits. CRA was enforcing its interpretation of the law in relation to the taxation of the benefit of receiving employee discounts at work. After a political outcry, CRA backed down, leaving several question marks.
Final Tax Instalment for 2017: Help Clients Budget for Savings and Holidays
Do you need more cash flow before Christmas? It’s a great question for tax and financial advisors to ask their clients who are pensioners, divorces or proprietors. That’s because the final quarterly tax instalment of the year is coming up soon – December 15 – and with proper planning, it might be avoided.
Financial Professionals Agree that the Demise of Canada Savings Bond is Appropriate
Our October Poll delivered surprising results regarding the demise of The Canada Savings Bond. Most financial professionals polled agreed, indicating that TFSAs are a better alternative. However, it’s clear that some Canadians attribute nostalgic value to CSBs.
